Haris Mutapcic, financial advisor Monterey CA
90 score

Haris Mutapcic

CRD Number: 6050434
Current Firm: Strategic Advisers, Inc.

Haris Mutapcic (CRD# 6050434) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Monterey, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Monterey, CA Feb 2013 - Current 3
Merrill Lynch Carmel, CA Mar 2012 - Jan 2013 < 1
Senior Resource Group, Inc. Monterey, CA Sep 2011 - Apr 2012 < 1
Fleurs Du Soleil, Inc. Monterey, CA May 2005 - Apr 2012 6
Ordway Drugs & Medical Supply Monterey, CA Nov 2010 - Mar 2012 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for Haris Mutapcic
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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