Arvin
Shandiz
Strategic Advisers LLC
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About this Advisor
Arvin Shandiz is a financial advisor based in Englewood, Colorado, working with Strategic Advisers LLC. Arvin has previously held positions at Morgan Stanley, Morgan Stanley Private Bank, National Association, Fidelity Investments, Silver Spur Capital, Phoenix Steel Service, Inc, University Of Chicago, and Garden Leave. Arvin has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in Colorado and Texas. Currently, Arvin is part of Strategic Advisers LLC, which operates out of Englewood, Colorado. The firm has 1 office and 269 employees. The firm manages assets totaling $824.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Strategic Advisers LLC includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Strategic Advisers LLC Brokerage Details
$824,740,096,815
269
1,965,880
$419,527
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Arvin Shandiz Work History
Fidelity Investments
Silver Spur Capital
Garden Leave
Phoenix Steel Service, Inc
Morgan Stanley Private Bank, National Association
University Of Chicago
Morgan Stanley
Disclosures
Please visit the SEC profile of Arvin Shandiz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Strategic Advisers LLC
Englewood, CO
Boston, MA
Denver, CO
Boston, MA
Englewood, CO
Denver, CO
Boston, MA
Boston, MA
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