Alexander Opoulos
Investment adviser representative at Objectivity Squared Wealth Management
17 yearsExperience
1 stateRegistered in
$487.8MFirm assets
5 yearsFirm in business
Are you Alexander Opoulos? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Objectivity Squared Wealth ManagementJan 2026 to now
- Objectivity Squared Insurance Solutions, Inc.Nov 2021 to now
- Objectivity Squared LLCJan 2021 to now
- Raymond James & Associates, Inc.Nov 2009 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 1 state (SC).
Objectivity Squared Wealth Management
Legal name: Objectivity Squared, LLC
$487.8MAssets managed
181Clients
4Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2565061
- Firm CRD
- 311052