Andrew RakowskiCRD Number: 5525539
Current Firm: Strategic Advisers, Inc.
Andrew Rakowski (CRD# 5525539) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Salt Lake City, UT and has over 8 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Fidelity Investments Inc.||Salt Lake City, UT||May 2011 - Current||6|
|Ameriprise Financial Services Inc.||Midvale, UT||Sep 2008 - May 2011||2|
|Progexion Marketing||North Salt Lake, UT||Apr 2008 - Aug 2008||< 1|
|Premier Mentoring||Draper, UT||Mar 2006 - Apr 2008||2|
|Star Real Estate Inc.||Salt Lake City, UT||Mar 2005 - Apr 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2008|
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