NEW ADVISERS

Strategic Advisers has 13 of 169 first adviser registrations

The full-period count covers first adviser registrations dated October 27, 2026. Brennan Mellor and Bryce Carter were among those listed with Strategic Advisers.

By Maya Chen·Edition ·1 min read

The source-reported first adviser registrations dated October 27, 2026, totaled 169. Strategic Advisers LLC and Edward Jones each accounted for 13 people in the listed-firm distribution.

Brennan Mellor and Bryce Carter each had a first adviser registration dated October 27, 2026, and were listed with Strategic Advisers LLC. Their source-reported branch locations were Smithfield, Rhode Island, and Sarasota, Florida, respectively. Those locations were observed on October 28 and do not establish either person's residence or sole workplace; the listed firm is a current affiliation, not necessarily the firm where a person first registered.

Merrill Lynch, Pierce, Fenner & Smith Incorporated was listed for 10 people, while LPL Financial LLC was listed for seven. The remaining 126 were grouped under all other firms.

Listed-firm distribution of the 169 first adviser registrations dated October 27, 2026: Strategic Advisers LLC, 13 people; Edward Jones, 13; Merrill Lynch, Pierce, Fenner & Smith Incorporated, 10; LPL Financial LLC, 7; all other firms, 126.

First adviser registrations

The advisers below account for all 169 source-reported first adviser registrations on 10/27/2026. Firms and branches reflect affiliations currently reported for each adviser, which may differ from those at first registration. These dates do not establish hires or career starts, and branches do not establish residence or exclusive workplaces.

Showing rows 151–169 of 169. The CSV contains the complete table.

AdviserIndividual CRDSource snapshot dateFirst registration dateFirm in feedFirm CRDAdviser location
Sarah Spees707555210/28/202610/27/2026Empower Advisory Group, LLC112058Van Wert, OH
Sarah T. Meiser832522510/28/202610/27/2026Cerity Partners LLC151559Louisville, CO
Savannah I. Farmer805882710/28/202610/27/2026Goldman Sachs Wealth Services, L.P.106693Atlanta, GA
Sean J. Coscarart758640310/28/202610/27/2026LPL Financial LLC6413San Luis Obispo, CA
Sean Maroney709133610/28/202610/27/2026Fisher Investments107342Camas, WA
Shayna Lloyd775577110/28/202610/27/2026Edward Jones250Eden, NC
Telisha L. N. Murray832596910/28/202610/27/2026Empower Advisory Group, LLC112058Stockbridge, GA
Thomas A. Elsensohn834813210/28/202610/27/2026Equitable Advisors, LLC6627Greenwood Village, CO
Thomas A. Mitchell835450610/28/202610/27/2026Captrust175112Brentwood, TN
Tiffany Hong803186910/28/202610/27/2026Ades Investment Counsel, Inc.136517Los Angeles, CA
Trent J. Richardson822243210/28/202610/27/2026Edward Jones250Natchez, MS
Tycjana T. Konopka733393110/28/202610/27/2026Robert W. Baird & Co. Incorporated8158Denver, CO
Victoria K. Popov805337410/28/202610/27/2026T. Rowe Price Advisory Services, Inc.108958Colorado Springs, CO
Victoria S. Petterson421529210/28/202610/27/2026Abbit Management Corp.110507Grand Haven, MI
William C. Buckingham100508310/28/202610/27/2026W. C. Buckingham, CPA138186Arroyo Grande, CA
William S. Tschudy716435010/28/202610/27/2026Mma Securities LLC44254Leawood, KS
Yisroel Y. Miller777683310/28/202610/27/2026J.P. Morgan Securities LLC79Derwood, MD
Zachary Smith834265510/28/202610/27/2026Equitable Advisors, LLC6627Oak Brook, IL
Zheng Yu737225310/28/202610/27/2026Rockefeller Financial LLC291361Los Angeles, CA

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