Shane KozupCRD Number: 6310771
Current Firm: Strategic Advisers, Inc.
Shane Kozup (CRD# 6310771) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Berkeley, CA and has over 3 years of experience in the finance industry.
Polaris Greystone Financial Group, LLC
Blossom Wealth Management, LLC
Jurika, Mills & Keifer, LLC
|Fidelity Brokerage Services LLC||Berkeley, CA||May 2017 - Current||< 1|
|Bank Of America, N.a.||Chandler, AZ||May 2014 - May 2017||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Chandler, AZ||Mar 2014 - May 2017||3|
|Abercrombie & Fitch||Peoria, AZ||Aug 2013 - Feb 2014||< 1|
|Waypoint Homes||Scottsdale, AZ||Jun 2013 - Aug 2013||< 1|
|Undergrad Student Government, Asu||Tempe, AZ||Jan 2013 - Jun 2013||< 1|
|Arizona State University||Tempe, AZ||Aug 2009 - May 2013||3|
|National Kidney Foundation Of Az||Phoenix, AZ||Aug 2012 - Dec 2012||< 1|
|Tolleson Union High School||Tolleson, AZ||Aug 2005 - May 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2014|
Total Assets Under Management254,026MILLIONS
Total Number of Accounts688,691ACCOUNTS
Average Account Value$368,854
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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