Kristen
Manjikian

Adviser Investments

CRD#5324047
Investment Advisor
in Newton Center, MA

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About this Advisor

Kristen Manjikian is a financial advisor based out of Newton Center, Massachusetts, who has 2 years of industry experience. Manjikian currently works for Adviser Investments. During their career, the advisor has held roles at Securities America Advisors, Adviser Investments, LLC, Home and Securities America, Inc. Manjikian holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Massachusetts. Adviser Investments is an advisory company based out of Newton Center, MA. The company has offices in three locations and a total of 109 employees. It handles $6 billion in assets under management among its 11,734 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 20 charitable organizations. Of its 11,734 accounts, 41% belong to high-net-worth individuals who have more than $1 million in assets. The company provides a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Financial advisory fees typically depend on which services the firm provides the client. However, fees charged by Adviser Investments most likely include asset-based, hourly and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Hourly Charges, Others

Office Location

85 Wells Avenue Suite 109
Newton Center, MA 02459

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Adviser Investments Brokerage Details

Total Assets Under Management

$6,417,858,093

MA Average: $16,012,751,954
Total Number of Employees

109

MA Average: 118
Total Number of Accounts

11,734

MA Average: 4,567
Average Account Size

$546,945

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other

Kristen Manjikian Work History

Kristen has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Adviser Investments, LLC

2020 - 2021 (1 year)

Home

2011 - 2020 (9 years)

Securities America Advisors

2007 - 2020 (13 years)

Securities America, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kristen Manjikian 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 Adviser Investments

Alexander Lapointe
Newton Center, MA
Kathryn Banis
Newton Center, MA
David Mastroianni
Newton Center, MA
Nikhil Kyathappala
Newton Center, MA
Wander Cedano
Newton Center, MA
Frederick Winters
Newton Center, MA
Andrew Busa
Newton Center, MA
Christopher Thom
Newton Center, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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