Randal SymankCRD Number: 6205655
Current Firm: Strategic Advisers, Inc.
Randal Symank (CRD# 6205655) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Boston, MA and has over 4 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Fidelity Investments||Westlake, TX||May 2013 - Current||4|
|Playwrights Foundation||San Francisco, CA||Mar 2012 - May 2013||1|
|Counterpulse||San Francisco, CA||Feb 2011 - Mar 2012||1|
|City & County Of Sf- Rec & Parks||San Francisco, CA||Oct 2011 - Oct 2011||< 1|
|City & County Of Sf- Rec & Parks||San Francisco, CA||Jan 2011 - Mar 2011||< 1|
|Self-employed||Emeryville, CA||Sep 2010 - Feb 2011||< 1|
|City & County Of Sf- Rec & Parks||San Francisco, CA||Dec 2010 - Dec 2010||< 1|
|City & County Of Sf- Rec & Parks||San Francisco, CA||Oct 2010 - Oct 2010||< 1|
|Opera San Jose||San Jose, CA||Aug 2010 - Sep 2010||< 1|
|Self-employed||Emeryville, CA||Aug 2008 - Aug 2010||2|
|California Musical Theatre||Sacramento, CA||Jun 2008 - Aug 2008||< 1|
|University Of California, Davis||Davis, CA||Sep 2007 - Jun 2008||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2013|
|S66||NASAA Uniform Combined State Law Examination||Feb 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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