Katerina Minevich
Investment adviser representative at Quantitative Financial Strategies
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$156.2MFirm assets
Are you Katerina Minevich? 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Quantitative Financial StrategiesAug 2026 to now
- Katerina Minevich, Cdfa�Aug 2026 to now
- Xypn SapphireMar 2026 to now
- Forward Wealth Management, LLCFeb 2026 to Aug 2026
- Self EmployedAug 2022 to Feb 2026
- Nuorder, IncMar 2013 to May 2022
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Quantitative Financial Strategies
Legal name: Quantitative Financial Strategies LLC
$156.2MAssets managed
27Clients
3Advisers
Under 1 yearIn 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
- 8231544
- Firm CRD
- 331416