Areen Minasian
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsAug 2024 to now
- Bank of America, N.A.Sep 2023 to Aug 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2023 to Aug 2024
- First Republic Securities Company, LLCFeb 2023 to Aug 2023
- First Republic Investment Management IncOct 2022 to Aug 2023
- First Republic BankJul 2019 to Oct 2022
- City National BankSep 2017 to Jul 2019
- UnemployedJun 2017 to Sep 2017
- CitibankJul 2015 to Mar 2017
- California State Polytechnic University, PomonaJun 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7705784
- Firm CRD
- 104555