Donna SoperCRD Number: 1238449
Current Firm: Strategic Advisers, Inc.
Donna Soper (CRD# 1238449) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Hilton Head Island, SC and has over 25 years of experience in the finance industry.
Synovus Securities, Inc.
Minis & Company
|Fidelity Brokerage Services LLC||Altamonte Springs, FL||Oct 2005 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1991|
|S65||NASAA Investment Advisors Law Examination||Nov 1996|
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