Matthew Alexander Apkarian
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
CFADesignation
$1.4TFirm assets
Are you Matthew Alexander Apkarian? 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 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
10 years in the industry.
- Strategic Advisers LLCMay 2025 to now
- Cerulli AssociatesJun 2021 to May 2025
- Strategic Advisers LLCJul 2019 to May 2021
- Fidelity Service CompanyNov 2018 to Jul 2019
- Fidelity Brokerage Services LLCJun 2016 to Oct 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 2 states (MA, 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
- 6666586
- Firm CRD
- 104555