DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Arrivals at Strategic Advisers LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Michael V Lewis | LPL Financial LLC BD affiliated | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Aug 28, 2026 | Sep 16, 2026 |
| Jonathan Wolanyk | Northstar Financial Planning, LLC independent RIA | Strategic Advisers LLC national BD | RIA to affiliated broker-dealer or bank | Aug 20, 2026 | Sep 3, 2026 |
| Cameron Slicker | LPL Financial LLC BD affiliated | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Aug 19, 2026 | Sep 11, 2026 |
| Chaz Newton | MML Investors Services, LLC BD affiliated | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Aug 14, 2026 | Sep 11, 2026 |
| Jake Steslicki | LPL Enterprise, LLC BD affiliated | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Aug 14, 2026 | Sep 16, 2026 (33 d) |
| Robert Garland | Edward Jones national BD | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Aug 11, 2026 | Sep 11, 2026 (31 d) |
| Tyler Mcallister | Umb Financial Services, Inc. independent RIA | Strategic Advisers LLC national BD | RIA to affiliated broker-dealer or bank | Aug 4, 2026 | Sep 14, 2026 (41 d) |
| Madeline Graves | Charles Schwab & Co., Inc. national BD | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Aug 1, 2026 | Aug 25, 2026 |
| Shifang Li | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Strategic Advisers LLC national BD | Wirehouse to affiliated broker-dealer or bank | Jul 27, 2026 | Aug 20, 2026 |
| Caleb Manuel | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Strategic Advisers LLC national BD | Wirehouse to affiliated broker-dealer or bank | Jul 23, 2026 | Aug 8, 2026 |
| Kevin M Wright | Fisher Investments independent RIA | Strategic Advisers LLC national BD | RIA to affiliated broker-dealer or bank | Jul 22, 2026 | Aug 14, 2026 |
| Fadila Hamidat | Charles Schwab & Co., Inc. national BD | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Jul 21, 2026 | Aug 12, 2026 |
| Christina Lewis | E. E. Powell & Company Inc. state registered | Strategic Advisers LLC national BD | Other | Jul 14, 2026 | Aug 25, 2026 (42 d) |
| Timothy Tilton | Ameriprise Financial Services, LLC national BD | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Jul 14, 2026 | Aug 10, 2026 |
| Tyler Corpora | Ameriprise Financial Services, LLC national BD | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Jul 13, 2026 | Aug 14, 2026 (32 d) |
| Matthew Phipps | Citizens Securities, Inc. BD affiliated | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Jul 10, 2026 | Aug 10, 2026 (31 d) |
| Daniel Stephen Nash | Equitable Advisors, LLC national BD | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Jul 10, 2026 | Jul 28, 2026 |
| Maximilian Thomas Nettesheim | Park Avenue Securities LLC BD affiliated | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Jul 9, 2026 | Aug 28, 2026 (50 d) |
| Samm Rodney Hannula | Equitable Advisors, LLC national BD | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Jul 8, 2026 | Aug 21, 2026 (44 d) |
| Nicholas G. Amendolara | Money Concepts Advisory Service BD affiliated | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Jul 7, 2026 | Aug 7, 2026 (31 d) |
| Bryant Moritz | Charles Schwab & Co., Inc. national BD | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Jul 4, 2026 | Sep 1, 2026 (59 d) |
| Samantha Mosher | J.P. Morgan Securities LLC wirehouse | Strategic Advisers LLC national BD | Wirehouse to affiliated broker-dealer or bank | Jul 3, 2026 | Aug 6, 2026 (34 d) |
| Htet Htet Aung | Charles Schwab & Co., Inc. national BD | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Jun 25, 2026 | Aug 3, 2026 (39 d) |
| Veronica Parker Mackey | Raymond James Financial Services Advisors, Inc BD affiliated | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Jun 24, 2026 | Jul 17, 2026 |
| Adelaide Brant | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Strategic Advisers LLC national BD | Wirehouse to affiliated broker-dealer or bank | Jun 22, 2026 | Jul 24, 2026 (32 d) |
| Maeling Melody Bruns | Sanctuary Advisors, LLC BD affiliated | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Jun 16, 2026 | Jul 14, 2026 |
| Christopher S. Tutt | Thrivent Investment Management Inc. BD affiliated | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Jun 11, 2026 | Jun 19, 2026 |
| Nathaniel John Morrissey | MML Investors Services, LLC BD affiliated | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Jun 10, 2026 | Jul 28, 2026 (48 d) |
| Mohamad A Hanif | MML Investors Services, LLC BD affiliated | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Jun 9, 2026 | Jun 26, 2026 |
| Alejandro Rojas | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Strategic Advisers LLC national BD | Wirehouse to affiliated broker-dealer or bank | Jun 8, 2026 | Jul 16, 2026 (38 d) |
| Grant Bolender | Vestgen Advisors, LLC independent RIA | Strategic Advisers LLC national BD | RIA to affiliated broker-dealer or bank | Jun 4, 2026 | Aug 3, 2026 (60 d) |
| Melissa R. Lester | Empower Advisory Group, LLC BD affiliated | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Jun 3, 2026 | Jul 21, 2026 (48 d) |
| Paul Rich | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Strategic Advisers LLC national BD | Wirehouse to affiliated broker-dealer or bank | Jun 2, 2026 | Jul 29, 2026 (57 d) |
| Dawson Seth Coon | Equitable Advisors, LLC national BD | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Jun 1, 2026 | Aug 24, 2026 (84 d) |
| Jonathon Thomas Vander Laan | Stonebrook Private LLC independent RIA | Strategic Advisers LLC national BD | RIA to affiliated broker-dealer or bank | May 19, 2026 | Aug 8, 2026 (81 d) |
| Sean Rhodes | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Strategic Advisers LLC national BD | Wirehouse to affiliated broker-dealer or bank | May 18, 2026 | May 28, 2026 |
| Joshua Svensson | Thrivent Investment Management Inc. BD affiliated | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | May 15, 2026 | Jun 8, 2026 |
| Evan Smith | Cetera Investment Advisers LLC BD affiliated | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | May 13, 2026 | Jun 10, 2026 |
| Marc W. Slone | Fisher Investments independent RIA | Strategic Advisers LLC national BD | RIA to affiliated broker-dealer or bank | May 11, 2026 | Jul 9, 2026 (59 d) |
| Fiorella Requeno Solorzano | First Command Advisory Services BD affiliated | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | May 5, 2026 | Sep 16, 2026 (134 d) |
| Matthew Vallejo | Newfront Retirement Services, Inc. institutional | Strategic Advisers LLC national BD | Other | May 1, 2026 | Aug 12, 2026 (103 d) |
| Luke Warner Harkness | Morgan Stanley wirehouse | Strategic Advisers LLC national BD | Wirehouse to affiliated broker-dealer or bank | May 1, 2026 | May 27, 2026 |
| Steven Nessler | Cetera Investment Advisers LLC BD affiliated | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | May 1, 2026 | Jun 22, 2026 (52 d) |
| Nicholas Lawrence Houk | Equitable Advisors, LLC national BD | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Apr 28, 2026 | Jul 6, 2026 (69 d) |
| Amelia Petree | Equitable Advisors, LLC national BD | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Apr 24, 2026 | Jun 5, 2026 (42 d) |
| Mark C Rowe | Charles Schwab & Co., Inc. national BD | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Apr 17, 2026 | Jun 18, 2026 (62 d) |
| Nicholas Luppo | Cm Capital Partners state registered | Strategic Advisers LLC national BD | Other | Apr 17, 2026 | Jun 8, 2026 (52 d) |
| Derek Zieziula | Equitable Advisors, LLC national BD | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Apr 17, 2026 | Jul 13, 2026 (87 d) |
| Jeffrey Mwonga | Equitable Advisors, LLC national BD | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Apr 14, 2026 | Jun 4, 2026 (51 d) |
| Justin Lee Martin | Robert W. Baird & Co. Incorporated mixed wealth | Strategic Advisers LLC national BD | RIA to affiliated broker-dealer or bank | Apr 9, 2026 | May 7, 2026 |
| Robert Kleyman | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Strategic Advisers LLC national BD | Wirehouse to affiliated broker-dealer or bank | Apr 7, 2026 | Jun 17, 2026 (71 d) |
| Josiann Strafaci | Hennion & Walsh Asset Management, Inc. BD affiliated | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Apr 6, 2026 | Apr 29, 2026 |
| Alexander Brea | Fisher Investments independent RIA | Strategic Advisers LLC national BD | RIA to affiliated broker-dealer or bank | Apr 1, 2026 | May 27, 2026 (56 d) |
| Jaime Villarreal | J.P. Morgan Securities LLC wirehouse | Strategic Advisers LLC national BD | Wirehouse to affiliated broker-dealer or bank | Apr 1, 2026 | Apr 17, 2026 |
| James Louis Gellman | Equitable Advisors, LLC national BD | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Apr 1, 2026 | Jun 6, 2026 (66 d) |
| Shunchuan Liu | Schwab Wealth Advisory, Inc. no RAUM | Strategic Advisers LLC national BD | Other | Mar 31, 2026 | Apr 21, 2026 |
| Cody Wheeler | Morgan Stanley wirehouse | Strategic Advisers LLC national BD | Wirehouse to affiliated broker-dealer or bank | Mar 30, 2026 | May 15, 2026 (46 d) |
| Jalen L. Glenn | Blackrock Investment Management, LLC other | Strategic Advisers LLC national BD | Other | Mar 30, 2026 | Jun 11, 2026 (73 d) |
| Matthew Parmelee | Charles Schwab & Co., Inc. national BD | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Mar 28, 2026 | Apr 15, 2026 |
| Daniel Oppizzi | Morgan Stanley wirehouse | Strategic Advisers LLC national BD | Wirehouse to affiliated broker-dealer or bank | Mar 26, 2026 | Apr 24, 2026 |
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2,479 moves match.