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Advisor at STRATEGIC ADVISERS LLC
MERRIMACK, NH | CHARLESTOWN, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | National bd RIA | Sep 3, 2025 | n/a | yes | MERRIMACK, NH|CHARLESTOWN, MA | Current employment |
| AMI ASSET MANAGEMENT CORP | Independent wealth | Dec 19, 2023 | Apr 30, 2024 | no | LOS ANGELES, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMI ASSET MANAGEMENT CORP | STRATEGIC ADVISERS LLC | Apr 30, 2024 | Sep 3, 2025 | 491 | Firm change after gap | RIA to ibd |