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STRATEGIC ADVISERS LLC
STRATEGIC ADVISERS LLC
BOSTON, Massachusetts
·
4 registered advisors
·
CRD# 104555
SEC# 801-13243
2
617-563-7000
01
Firm Overview
AUM
$824.7B
Regulatory assets under management
Employees
269
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Other: PERCENTAGE OF REVENUE FROM AFFILIATES
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at STRATEGIC ADVISERS LLC
4 registered advisors
Andrew S Windmueller
BOSTON, Massachusetts
CRD# 4672949
Brian Brazell Hogan
BOSTON, Massachusetts
CRD# 5663718
Keri S Dogan
BOSTON, Massachusetts
CRD# 5228110
Richard Gray Compson
BOSTON, Massachusetts
CRD# 5227148
05
Office Locations
BOSTON, Massachusetts
4 advisors
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Data sourced from SEC Form ADV filings. STRATEGIC ADVISERS LLC (CRD# 104555) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.