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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 51–75 of 165. The CSV contains the complete table.

AdviserIndividual CRDSource snapshot dateFirst registration dateFirm in feedFirm CRDAdviser location
Garshae Mowatt-McKenzie809418811/09/202611/06/2026Strategic Advisers LLC104555Smithfield, RI
George T. Nebel836249811/09/202611/06/2026PNC Wealth Management LLC129052Charlotte, NC
Graham W. Bryan433627411/09/202611/06/2026Key Investment Services LLC136300South Bend, IN
Grant A. Huelster832421011/09/202611/06/2026Edward Jones250Barnhart, MO
Gregory Taylor825602811/09/202611/06/2026Valic Financial Advisors, Inc.42803Mount Laurel, NJ
Grigor Movsesyan823060511/09/202611/06/2026Osaic Wealth, Inc.23131Citrus Heights, CA
Haydn C. King836922611/09/202611/06/2026State Farm Investment Management Corp.3487Clarksville, AR
Henry Hebda836675911/09/202611/06/2026Birks Financial Corp.118623Herndon, VA
Hezekiah Torrence820264211/09/202611/06/2026State Farm Investment Management Corp.3487Baton Rouge, LA
Howell M. Findley745118611/09/202611/06/2026Strategic Advisers LLC104555Fort Worth, TX
Ian Doran748209811/09/202611/06/2026Edward Jones250Providence, RI
Jacel Recto811998911/09/202611/06/2026Robert W. Baird & Co. Incorporated8158Salt Lake City, UT
Jack Herman811573211/09/202611/06/2026Strategic Advisers LLC104555San Diego, CA
Jackson K. Littledike821211111/09/202611/06/2026Edward Jones250Bluffdale, UT
Jacob D. Heinemann815227211/09/202611/06/2026Strategic Advisers LLC104555Jacksonville, FL
Jake J. Rubin832013211/09/202611/06/2026Merrill Lynch, Pierce, Fenner & Smith Incorporated7691Pennington, NJ
Jamie A. Sindlinger830701911/09/202611/06/2026Edward Jones250St. Louis, MO
Jareth L. Touchstone809419211/09/202611/06/2026Strategic Advisers LLC104555Jacksonville, FL
Jason Jourdan814801411/09/202611/06/2026State Farm Investment Management Corp.3487Columbus, OH
Jeffrey C. Andrews501782311/09/202611/06/2026&Partners3767Parsippany, NJ
Jesse D. Stacks836875011/09/202611/06/2026Florida Financial Advisors, LLC288811Nashville, TN
Jessica D. Rhoden560723411/09/202611/06/2026Mma Securities LLC44254San Diego, CA
Jessica L. Tokay789242311/09/202611/06/2026Ameriprise Financial Services, LLC6363Pleasant Hills, PA
Jocelyn Benitez783686911/09/202611/06/2026Wells Fargo Clearing Services, LLC19616Fort Worth, TX
Joel Ellerbrock833085911/09/202611/06/2026Edward Jones250Findlay, OH

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