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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 26–50 of 165. The CSV contains the complete table.

AdviserIndividual CRDSource snapshot dateFirst registration dateFirm in feedFirm CRDAdviser location
Cooper D. Fairbanks784374811/09/202611/06/2026Mutual Advisors, LLC167658Portsmouth, NH
Craig Robichaud742693311/09/202611/07/2026Keel Point, LLC127902Amherst, NH
Cynthia Susalla814400611/09/202611/07/2026Empower Advisory Group, LLC112058Henrico, VA
Dakota L. Craig822527211/09/202611/06/2026Merrill Lynch, Pierce, Fenner & Smith Incorporated7691Savannah, GA
Dallan S. Graham836620711/09/202611/06/2026Trek Financial109376Sandy, UT
Daniel S. Pilcic483715511/09/202611/06/2026Navellier & Associates Inc.107568Reno, NV
Danielle L. King832347011/09/202611/06/2026Wells Fargo Clearing Services, LLC19616Bristol, VA
Dante M. Colmenares726215011/09/202611/06/2026Vanguard Advisers, Inc.106715Plano, TX
David G. M. Andino785153511/09/202611/06/2026Wells Fargo Clearing Services, LLC19616Norfolk, VA
David G. Mann489020011/09/202611/06/2026Onedigital106766Redmond, WA
Davney M. Mazzuca800632811/09/202611/06/2026Edward Jones250Goodyear, AZ
Derrick R. Same687755511/09/202611/06/2026Signal Advisors Wealth, LLC301086Fort Worth, TX
Destiny A. Calvillo788344311/09/202611/06/2026Northwestern Mutual Investment Services, LLC2881Seattle, WA
Dragan Stojkovski523099511/09/202611/06/2026Beacon Trust226547Morristown, NJ
Drake A. Shelangoski808705511/09/202611/06/2026Morgan Stanley149777Davenport, IA
Duane B. Frye415363211/09/202611/06/2026TIAA-CREF Individual & Institutional Services, LLC20472Charlotte, NC
Dustin Mitchell822203311/09/202611/06/2026Ameriprise Financial Services, LLC6363Robertsdale, AL
Dylan Villegas830189911/09/202611/07/2026Morgan Stanley149777Seattle, WA
Edgar O. Hernandez804740611/09/202611/06/2026Strategic Advisers LLC104555West Chester, OH
Elias Gordon828421511/09/202611/06/2026UBS Financial Services Inc.8174Dallas, TX
Elizabeth L. Miller831643611/09/202611/06/2026Ameriprise Financial Services, LLC6363Pasadena, CA
Ethan T. Whitney832657111/09/202611/06/2026Edward Jones250Rathdrum, ID
Ezekiel N. O. Okai750420111/09/202611/06/2026J.P. Morgan Securities LLC79Mattapan, MA
Frank L. Nowicke656138211/09/202611/06/2026Charles Schwab & Co., Inc.5393Creve Coeur, MO
Gagandeep Singh811536711/09/202611/06/2026Strategic Advisers LLC104555Raleigh, NC

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