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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 151–165 of 165. The CSV contains the complete table.

AdviserIndividual CRDSource snapshot dateFirst registration dateFirm in feedFirm CRDAdviser location
Trevor M. Reilly833680911/09/202611/06/2026Merrill Lynch, Pierce, Fenner & Smith Incorporated7691Salt Lake City, UT
Troy Miller817726311/09/202611/07/2026Charles Schwab & Co., Inc.5393Ann Arbor, MI
Tucker C. Larson830287511/09/202611/06/2026Strategic Advisers LLC104555Santa Barbara, CA
Vasilia G. Grant507642111/09/202611/06/2026Cetera Investment Advisers LLC105644Ormond Beach, FL
Victoria R. Varner804277911/09/202611/06/2026Moneta Group Investment Advisors, LLC104727St. Louis, MO
Vidush Kannekanti831263611/09/202611/08/2026Merrill Lynch, Pierce, Fenner & Smith Incorporated7691New York, NY
Wattana T. Leas804717711/09/202611/06/2026Strategic Advisers LLC104555Denver, CO
William E. Mahaffy830390011/09/202611/06/2026Clientfirst Wealth Management, LLC120286Fort Worth, TX
Wyatt D. Scherer708869311/09/202611/06/2026Morgan Stanley149777Alpharetta, GA
Xuewen Li786245811/09/202611/06/2026Eagle Strategies LLC110826Irvine, CA
Yi Zhang293786411/09/202611/06/2026Atlas Wealth Management343059Las Vegas, NV
Zachary M. Lea825865111/09/202611/06/2026Strategic Wealth Group284430Eden Prairie, MN
Zane T. Butler827829411/09/202611/06/2026Raymond James Financial Services Advisors, Inc.149018Arkansas City, KS
Zhiyuan Xia836781411/09/202611/06/2026Golden State Tech Inc.344407Rowland Heights, CA
Zoe A. Kooiman830436611/09/202611/06/2026Strategic Advisers LLC104555Covington, KY

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