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

Jan 22, 1999earliest registration or exam on IAPD

Years in industry

27derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

6

Current registrations

1

Registered states

5

Designations

Certified Financial Planner

Exams

S66|S63

First exam

Jan 22, 1999

First registration

Nov 22, 2004

Dual registered

yes, broker-dealer

IAPD individual key

3101379

Graph

RIA / Wealth Management

Canonical id

dfx:ria:990a4e07-8da1-2b07-6ae2-d8d751c0d016

First observed

Nov 22, 2004

Last observed

Sep 15, 2026 5 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.