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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 151–165 of 165. The CSV contains the complete table.
| Adviser | Individual CRD | Source snapshot date | First registration date | Firm in feed | Firm CRD | Adviser location |
|---|---|---|---|---|---|---|
| Trevor M. Reilly | 8336809 | 11/09/2026 | 11/06/2026 | Merrill Lynch, Pierce, Fenner & Smith Incorporated | 7691 | Salt Lake City, UT |
| Troy Miller | 8177263 | 11/09/2026 | 11/07/2026 | Charles Schwab & Co., Inc. | 5393 | Ann Arbor, MI |
| Tucker C. Larson | 8302875 | 11/09/2026 | 11/06/2026 | Strategic Advisers LLC | 104555 | Santa Barbara, CA |
| Vasilia G. Grant | 5076421 | 11/09/2026 | 11/06/2026 | Cetera Investment Advisers LLC | 105644 | Ormond Beach, FL |
| Victoria R. Varner | 8042779 | 11/09/2026 | 11/06/2026 | Moneta Group Investment Advisors, LLC | 104727 | St. Louis, MO |
| Vidush Kannekanti | 8312636 | 11/09/2026 | 11/08/2026 | Merrill Lynch, Pierce, Fenner & Smith Incorporated | 7691 | New York, NY |
| Wattana T. Leas | 8047177 | 11/09/2026 | 11/06/2026 | Strategic Advisers LLC | 104555 | Denver, CO |
| William E. Mahaffy | 8303900 | 11/09/2026 | 11/06/2026 | Clientfirst Wealth Management, LLC | 120286 | Fort Worth, TX |
| Wyatt D. Scherer | 7088693 | 11/09/2026 | 11/06/2026 | Morgan Stanley | 149777 | Alpharetta, GA |
| Xuewen Li | 7862458 | 11/09/2026 | 11/06/2026 | Eagle Strategies LLC | 110826 | Irvine, CA |
| Yi Zhang | 2937864 | 11/09/2026 | 11/06/2026 | Atlas Wealth Management | 343059 | Las Vegas, NV |
| Zachary M. Lea | 8258651 | 11/09/2026 | 11/06/2026 | Strategic Wealth Group | 284430 | Eden Prairie, MN |
| Zane T. Butler | 8278294 | 11/09/2026 | 11/06/2026 | Raymond James Financial Services Advisors, Inc. | 149018 | Arkansas City, KS |
| Zhiyuan Xia | 8367814 | 11/09/2026 | 11/06/2026 | Golden State Tech Inc. | 344407 | Rowland Heights, CA |
| Zoe A. Kooiman | 8304366 | 11/09/2026 | 11/06/2026 | Strategic Advisers LLC | 104555 | Covington, KY |