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.

Current firm

STRATEGIC ADVISERS LLC

Current firm class

national broker-dealer RIAderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Nov 1, 2015earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Exams

S63|S66

First exam

Apr 12, 2019

First registration

Mar 24, 2023

Dual registered

yes, broker-dealer

IAPD individual key

7065662

• Occurred

  Jun 10, 2025
  Advisor changed firm

  Carilynn Lape left Lpl Financial Llc for Strategic Advisers Llc (registered 2025-10-24)

  Form ADVobserved 6 days ago
• Occurred

  Mar 19, 2025
  Advisor changed firm

  Carilynn Lape left Summit Global Investments, Llc for Lpl Financial Llc (registered 2025-03-31)

  Form ADVobserved 6 days ago
• Occurred

  Dec 13, 2023
  Advisor changed firm

  Carilynn Lape left Fidelity Personal And Workplace Advisors for Summit Global Investments, Llc (registered 2023-12-18)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:34561bb9-a78c-65b0-666e-5c7272e0572d

First observed

Mar 24, 2023

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.