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Arvin T Shandiz

Strategic Advisers LLC

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About Arvin T Shandiz

Arvin Shandiz is an investment advisor representative with Strategic Advisers LLC. Arvin is licensed in Colorado and Texas. Arvin has experience in the industry, and has held previous positions at Morgan Stanley, V. Derivatives, LLC and Sallertson-Troob LLC. Arvin has passed the Series 65, Series 66, Series 7 and SIE exams. Arvin specializes in providing investment advice to high-net-worth individuals, corporations and other businesses, investment companies, charitable organizations and pension and profit-sharing plans.

Firm Information

Arvin Shandiz is currently registered with Strategic Advisers LLC. Strategic Advisers LLC is a Boston, Massachusetts-based firm that provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also offer model portfolios and select other advisors for clients. The firm manages over $824 billion in assets for a diverse client base, including individuals, high-net-worth individuals, corporations, insurance companies, investment companies, pension plans, and charitable organizations. They also manage proprietary test accounts and FIWA for model portfolios.
Strategic Advisers LLC

155 SEAPORT BLVD

BOSTON, MA 02210-2698

$824.74B

Assets Under Management

3

Total Clients

29

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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provider of model portfolios

Provider of model portfolios

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of revenue from affiliates

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Arvin Shandiz’s Registration & Firm History

CO

05/31/2024 - Present

Strategic Advisers LLC (GREENWOOD VILLAGE CO)

IL

01/24/2014 - 01/12/2016

MORGAN STANLEY (CHICAGO IL)

IL

05/11/2011 - 01/13/2014

V. DERIVATIVES, LLC (CHICAGO IL)

IL

04/14/2011 - 04/19/2011

SALLERSON-TROOB LLC (CHICAGO IL)

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Licenses & Designations

IA

Issued 05/30/2024

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 02/24/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/12/2016

SIE - Securities Industry Essentials Examination

BC

Issued 01/24/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Arvin T Shandiz. Review regulatory record here.
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