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 3 years of experience in the finance industry.
Walnut Hill Advisors, 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|
|Sacramento Theatre Company||Sacramento, CA||Sep 2007 - Feb 2008||< 1|
|California Musical Theatre||Sacramento, CA||Jun 2007 - Sep 2007||< 1|
|University Of California, Davis||Davis, CA||Sep 2006 - Jun 2007||< 1|
|Opera San Jose||San Jose, CA||Apr 2007 - May 2007||< 1|
|Rainforest Cafe||Las Vegas, NV||Jun 2006 - Sep 2006||< 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 Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.