# SERGE AKOPYAN

SERGE AKOPYAN is an investment adviser representative (IAR) with state registration records since 2017, appearing at 8 firms. Currently registered with STRATEGIC ADVISERS LLC.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2025-03-31 | present | Yes |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2024-10-07 | 2025-03-31 | — |
| [MASTERWORKS ADVISERS, LLC](https://search.stillhousedata.com/firm/324239) | 2023-06-23 | 2024-09-11 | — |
| [ARETE WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/145488) | 2022-05-27 | 2023-06-29 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2019-05-14 | 2021-10-05 | — |
| [TD AMERITRADE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111514) | 2017-06-05 | 2019-04-22 | — |
| [TD AMERITRADE, INC.](https://search.stillhousedata.com/firm/7870) | 2017-06-02 | 2019-04-22 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2017-04-27 | 2017-05-26 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6630290)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6630290.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.