Serge Akopyan
Investment adviser representative at Strategic Advisers LLC
14 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
14 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsAug 2024 to now
- Masterworks Advisers, LLCJun 2023 to Jun 2024
- Arete Wealth Management, LLCOct 2021 to Jun 2023
- Masterworks Investor Services, LLCOct 2021 to Jun 2023
- CitiApr 2019 to Oct 2021
- TD AmeritradeMay 2017 to May 2019
- UBS Financial Services IncMar 2017 to May 2017
- The Prudential Insurance Company of AmericaAug 2016 to Mar 2017
- Pruco Securities LLCMar 2016 to Mar 2017
- St. Francis CollegeSep 2012 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2017
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
- 6630290
- Firm CRD
- 104555