RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Alexander Opoulos
- Title
- Founder & Family Advisorreportedobjectivitysquared.comfirm site, Sep 15, 2026
- Business email
- alex@objectivitysquared.comreportedobjectivitysquared.comfirm site, Sep 15, 2026
- Direct business phone
- 843-212-2629reportedobjectivitysquared.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Objectivity Squared Wealth Management independent RIA currentsince Jan 2, 2026 · Charleston, Sc
- Raymond James & Associates, Inc. national BDNov 18, 2009 to Dec 31, 2020 · Mt. Pleasant, Sc
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMar 15, 1995 to Nov 18, 2009 · Isle Of Palms, Sc
- Raymond James & Associates, Inc. to Objectivity Squared Wealth Managementleft Dec 31, 2020, registered Jan 2, 2026 (1828 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Raymond James & Associates, Inc.left Nov 18, 2009, registered Nov 18, 2009 (0 days) · Wirehouse to affiliated broker-dealer or bank
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address