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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·Edition ·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.
| Adviser | Individual CRD | Source snapshot date | First registration date | Firm in feed | Firm CRD | Adviser location |
|---|---|---|---|---|---|---|
| Garshae Mowatt-McKenzie | 8094188 | 11/09/2026 | 11/06/2026 | Strategic Advisers LLC | 104555 | Smithfield, RI |
| George T. Nebel | 8362498 | 11/09/2026 | 11/06/2026 | PNC Wealth Management LLC | 129052 | Charlotte, NC |
| Graham W. Bryan | 4336274 | 11/09/2026 | 11/06/2026 | Key Investment Services LLC | 136300 | South Bend, IN |
| Grant A. Huelster | 8324210 | 11/09/2026 | 11/06/2026 | Edward Jones | 250 | Barnhart, MO |
| Gregory Taylor | 8256028 | 11/09/2026 | 11/06/2026 | Valic Financial Advisors, Inc. | 42803 | Mount Laurel, NJ |
| Grigor Movsesyan | 8230605 | 11/09/2026 | 11/06/2026 | Osaic Wealth, Inc. | 23131 | Citrus Heights, CA |
| Haydn C. King | 8369226 | 11/09/2026 | 11/06/2026 | State Farm Investment Management Corp. | 3487 | Clarksville, AR |
| Henry Hebda | 8366759 | 11/09/2026 | 11/06/2026 | Birks Financial Corp. | 118623 | Herndon, VA |
| Hezekiah Torrence | 8202642 | 11/09/2026 | 11/06/2026 | State Farm Investment Management Corp. | 3487 | Baton Rouge, LA |
| Howell M. Findley | 7451186 | 11/09/2026 | 11/06/2026 | Strategic Advisers LLC | 104555 | Fort Worth, TX |
| Ian Doran | 7482098 | 11/09/2026 | 11/06/2026 | Edward Jones | 250 | Providence, RI |
| Jacel Recto | 8119989 | 11/09/2026 | 11/06/2026 | Robert W. Baird & Co. Incorporated | 8158 | Salt Lake City, UT |
| Jack Herman | 8115732 | 11/09/2026 | 11/06/2026 | Strategic Advisers LLC | 104555 | San Diego, CA |
| Jackson K. Littledike | 8212111 | 11/09/2026 | 11/06/2026 | Edward Jones | 250 | Bluffdale, UT |
| Jacob D. Heinemann | 8152272 | 11/09/2026 | 11/06/2026 | Strategic Advisers LLC | 104555 | Jacksonville, FL |
| Jake J. Rubin | 8320132 | 11/09/2026 | 11/06/2026 | Merrill Lynch, Pierce, Fenner & Smith Incorporated | 7691 | Pennington, NJ |
| Jamie A. Sindlinger | 8307019 | 11/09/2026 | 11/06/2026 | Edward Jones | 250 | St. Louis, MO |
| Jareth L. Touchstone | 8094192 | 11/09/2026 | 11/06/2026 | Strategic Advisers LLC | 104555 | Jacksonville, FL |
| Jason Jourdan | 8148014 | 11/09/2026 | 11/06/2026 | State Farm Investment Management Corp. | 3487 | Columbus, OH |
| Jeffrey C. Andrews | 5017823 | 11/09/2026 | 11/06/2026 | &Partners | 3767 | Parsippany, NJ |
| Jesse D. Stacks | 8368750 | 11/09/2026 | 11/06/2026 | Florida Financial Advisors, LLC | 288811 | Nashville, TN |
| Jessica D. Rhoden | 5607234 | 11/09/2026 | 11/06/2026 | Mma Securities LLC | 44254 | San Diego, CA |
| Jessica L. Tokay | 7892423 | 11/09/2026 | 11/06/2026 | Ameriprise Financial Services, LLC | 6363 | Pleasant Hills, PA |
| Jocelyn Benitez | 7836869 | 11/09/2026 | 11/06/2026 | Wells Fargo Clearing Services, LLC | 19616 | Fort Worth, TX |
| Joel Ellerbrock | 8330859 | 11/09/2026 | 11/06/2026 | Edward Jones | 250 | Findlay, OH |