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Strategic Advisers has 27 of 165 first adviser registrations

From November 6 through 8, 2026, the selected roster lists 165 first adviser registrations; 27 are currently affiliated with Strategic Advisers LLC.

By Maya Chen··1 min read

Strategic Advisers LLC is the current listed firm for 27 of the 165 source-reported first adviser registrations dated November 6–8, 2026. The count refers to first adviser registrations in that window, not to people hired during those days.

Lucas Fesenmeyer and Chase W. Monaghan each had a first adviser registration dated November 6, 2026, with Strategic Advisers LLC listed as their current firm. Their reported branch locations, observed November 9, were Evergreen, Colorado, and Perrysburg, Ohio, respectively; those locations do not establish residence or a sole workplace.

Vidush Kannekanti had a first adviser registration dated November 8, 2026, with Merrill Lynch, Pierce, Fenner & Smith Incorporated listed as the current firm. His reported branch location was New York, New York, observed November 9; that record does not establish a hiring date or residence.

Edward Jones is the current listed firm for 16 registrations in the same period, while Merrill Lynch, Pierce, Fenner & Smith Incorporated is listed for 11 and Morgan Stanley for six. The firm shown is a current source-listed affiliation, not necessarily the firm where a person first registered.

The selected period runs November 6 through 8, 2026; the roster was observed as of November 8.

First adviser registrations

The advisers below account for all 165 source-reported first adviser registrations from 11/06/2026 through 11/08/2026. 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 1–25 of 165. The CSV contains the complete table.

AdviserIndividual CRDSource snapshot dateFirst registration dateFirm in feedFirm CRDAdviser location
Aaron J. Britz444006511/09/202611/06/2026Legacy Retirement Advisors157453Mankato, MN
Adelaine M. Hollander790646211/09/202611/06/2026Curi Capital, LLC134249Washington, DC
Aidan G. Woods810693911/09/202611/06/2026Merrill Lynch, Pierce, Fenner & Smith Incorporated7691Fairfield, CT
Alexander A. Fisher830543411/09/202611/06/2026Merrill Lynch, Pierce, Fenner & Smith Incorporated7691Tallahassee, FL
Alexandria P. Pelzek832231911/09/202611/06/2026LPL Financial LLC6413Franklin, WI
Alicia D. Pollitt826602111/09/202611/06/2026Edward Jones250St. Louis, MO
Amanda Fast789550011/09/202611/06/2026Strategic Advisers LLC104555Westlake, TX
Anthony R. Farella551168511/09/202611/06/2026Creative Planning105348Syracuse, NY
Arianne R. Newell789351811/09/202611/06/2026Merrill Lynch, Pierce, Fenner & Smith Incorporated7691Virginia Beach, VA
Ashton H. Rel581526511/09/202611/06/2026Knight Family Wealth309475Dunedin, FL
Benjamin A. Corser480576111/09/202611/06/2026Kayne Anderson Rudnick Investment Management, LLC104599Los Angeles, CA
Brandon D. Henckel832656411/09/202611/06/2026Edward Jones250St. Louis, MO
Brooks H. Lemke835869411/09/202611/06/2026Florida Financial Advisors, LLC288811North Charleston, SC
Cameron K. Smiley831830911/09/202611/07/2026J.P. Morgan Securities LLC79Columbus, OH
Cary M. Schwartz41622411/09/202611/06/2026Blackhill Capital, Inc.105208Morristown, NJ
Charles H. Hillman836886211/09/202611/06/2026Florida Financial Advisors, LLC288811Dallas, TX
Chase W. Monaghan830470211/09/202611/06/2026Strategic Advisers LLC104555Perrysburg, OH
Cheryl A. Busacco289457311/09/202611/06/2026&Partners3767Clayton, MO
Christina A. Knerr751181211/09/202611/06/2026Edward Jones250Lima, OH
Christopher J. Kniprath829609211/09/202611/06/2026Cambridge Investment Research Advisors, Inc.134139Madison, WI
Christy L. Neal795057311/09/202611/06/2026Merrill Lynch, Pierce, Fenner & Smith Incorporated7691Tallahassee, FL
Claire E. Ariglio640326311/09/202611/06/2026Creative Planning105348Syracuse, NY
Coleen M. Connaughton815785011/09/202611/07/2026Jnba Financial Advisors, LLC106550Bloomington, MN
Connor George830320111/09/202611/06/2026Strategic Advisers LLC104555Mishawaka, IN
Connor J. Martin822623311/09/202611/06/2026W&S Brokerage Services, Inc.8099Van Wert, OH

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