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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 126–150 of 165. The CSV contains the complete table.

AdviserIndividual CRDSource snapshot dateFirst registration dateFirm in feedFirm CRDAdviser location
Patxi L. Risinger-Chopeitia818552411/09/202611/06/2026Morgan Stanley149777Tampa, FL
Porche' S. Miner832497511/09/202611/06/2026Truist Advisory Services, Inc.283390Orlando, FL
Quentin Mingo473428111/09/202611/06/2026Empower Advisory Group, LLC112058Canton, MI
Robert J. Sahagian825049811/09/202611/06/2026Wells Fargo Clearing Services, LLC19616Woodbury, NY
Rufus R. Williams829887811/09/202611/06/2026Vanguard Advisers, Inc.106715Malvern, PA
Ruiying Dong657365811/09/202611/06/2026Transamerica Financial Advisors, LLC16164Short Hills, NJ
Ryan G. Pearson830851211/09/202611/06/2026Morgan Stanley149777San Antonio, TX
Ryan R. Capozucca824610411/09/202611/06/2026Park Avenue Securities LLC46173Westport, CT
Samantha S. Navarro826812811/09/202611/07/2026Rockefeller Financial LLC291361San Antonio, TX
Serge Cooks660902011/09/202611/06/2026UBS Financial Services Inc.8174New York, NY
Setareh Kavosi828079311/09/202611/06/2026Edward Jones250Los Angeles, CA
Shelley S. M. Jones523850311/09/202611/06/2026Edward Jones250Hendersonville, NC
Sophie Delfs836969511/09/202611/06/2026Main Management, LLC120361San Francisco, CA
Stephanie A. Chirbas691399211/09/202611/06/2026LPL Financial LLC6413Racine, WI
Stephanie P. Rodriguez827968011/09/202611/06/2026Merrill Lynch, Pierce, Fenner & Smith Incorporated7691Pennington, NJ
Stephen C. Wilt833674711/09/202611/06/2026Merrill Lynch, Pierce, Fenner & Smith Incorporated7691Burbank, CA
Stephen Z. Rosenzweig818331411/09/202611/06/2026MML Investors Services, LLC10409Saddle Brook, NJ
Steven Jensen634861611/09/202611/06/2026Stifel, Nicolaus & Company, Incorporated793Charlotte, NC
Tate I. Gardner796341111/09/202611/06/2026Raymond James & Associates, Inc.705Salt Lake City, UT
Tatem C. Beshears833378211/09/202611/06/2026Arvest Wealth Management42057Ft Smith, AR
Taylor M. Stiles780581611/09/202611/06/2026Edward Jones250St. Louis, MO
Thomas M. Prichard790818311/09/202611/06/2026Strategic Advisers LLC104555Cincinnati, OH
Timothy Masias809876711/09/202611/06/2026LPL Financial LLC6413Salt Lake City, UT
Trent P. Leuba698340311/09/202611/06/2026LPL Financial LLC6413Timonium, MD
Trevor Long794822911/09/202611/06/2026Strategic Advisers LLC104555Jacksonville, FL

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