Konstantinos Stathopoulos
Investment adviser representative at Strategic Advisers LLC
9 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
9 years in the industry.
- Strategic Advisers LLCJan 2026 to now
- Fidelity InvestmentsAug 2025 to now
- Extended TravelMar 2025 to Jul 2025
- Brown AdvisoryJul 2021 to Mar 2025
- Garden LeaveApr 2021 to Jul 2021
- Aristotle Capital ManagementOct 2018 to Apr 2021
- TIAAJun 2016 to Nov 2018
Exams passed
- Series 66 · Uniform Combined State Law2001
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 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
- 4159954
- Firm CRD
- 104555