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RIA / WealthAdvisordual registered (broker-dealer)14 years in industry

SERGE AKOPYAN

Advisor at STRATEGIC ADVISERS LLC

GLENDALE, CA

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Search this name across graphsid dfx:ria:7970bad4-dace-ceaa-c3d2-97537f9e8ed3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Apr 27, 2017 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: Aug 1, 2016
First registration: Apr 27, 2017
Dual registered: yes, broker-dealer
Other names: SERGE GREGORY AKOPYAN|SERGE AKOPYAN
IAPD individual key: 6630290

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	GLENDALE, CA	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Oct 7, 2024	Mar 31, 2025	no	TORRANCE, CA	Previous registration
MASTERWORKS ADVISERS, LLC	Independent wealth	Jun 23, 2023	Sep 11, 2024	no	NEW YORK, NY	Previous registration
ARETE WEALTH ADVISORS, LLC	Bd affiliated wealth	May 27, 2022	Jun 29, 2023	no	New York, NY	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	May 14, 2019	Oct 5, 2021	no	Bay Shore, NY\|Greenwich, CT\|BROOKLYN, NY\|BROOKLYN, NY\|BROOKLYN, NY\|Fort Lee, NJ	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Jun 5, 2017	Apr 22, 2019	no	NEW YORK, NY\|Brooklyn, NY	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Jun 2, 2017	Apr 22, 2019	no	NEW YORK, NY\|Brooklyn, NY	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Apr 27, 2017	May 26, 2017	no	WEEHAWKEN, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
MASTERWORKS ADVISERS, LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Sep 11, 2024	Oct 7, 2024	26	Firm change	Other
ARETE WEALTH ADVISORS, LLC	MASTERWORKS ADVISERS, LLC	Jun 29, 2023	Jun 23, 2023	-6	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	ARETE WEALTH ADVISORS, LLC	Oct 5, 2021	May 27, 2022	234	Firm change	Ibd to ibd
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	CITIGROUP GLOBAL MARKETS INC.	Apr 22, 2019	May 14, 2019	22	Firm change	RIA to ibd
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Apr 22, 2019	Jun 5, 2017	-686	Channel change	Other
UBS FINANCIAL SERVICES INC.	TD AMERITRADE, INC.	May 26, 2017	Jun 2, 2017	7	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
145488:324239:NY:2023-06-29	Jun 29, 2023	Jun 23, 2023	NEW YORK, NY	Firm change

Relationships

Registered with (8)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Oct 7, 2024 to Mar 31, 2025factForm ADV
→ MASTERWORKS ADVISERS, LLCRegistered adviserregistration: previous registration
Jun 23, 2023 to Sep 11, 2024factForm ADV
→ ARETE WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
May 27, 2022 to Jun 29, 2023factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
May 14, 2019 to Oct 5, 2021factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 5, 2017 to Apr 22, 2019factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Jun 2, 2017 to Apr 22, 2019factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Apr 27, 2017 to May 26, 2017factForm ADV

Dated events

Occurred
Sep 11, 2024
Advisor changed firm
Serge Akopyan left Masterworks Advisers, Llc for Fidelity Personal And Workplace Advisors (registered 2024-10-07)
Form ADVobserved 4 days ago
Occurred
Jun 29, 2023
Advisor changed firm
Serge Akopyan left Arete Wealth Advisors, Llc for Masterworks Advisers, Llc (registered 2023-06-23)
Form ADVobserved 4 days ago