Suren TonoyanCRD Number: 5893914
Current Firm: Strategic Advisers, Inc.
Suren Tonoyan (CRD# 5893914) is an Investment Advisor Representative working at Strategic Advisers, Inc. in San Jose, CA and has over 5 years of experience in the finance industry.
Altos Investments, Inc.
Lowery Thomas, LLC
Prosperity Financial Group, Inc.
|Fidelity Brokerage Services LLC||San Jose, CA||Nov 2015 - Current||1|
|J.p. Morgan Securities LLC||Fresno, CA||Jan 2013 - Nov 2015||2|
|Unemployed||Fresno, CA||Jul 2012 - Dec 2012||< 1|
|Axa Advisors, LLC||New York, NY||Jun 2011 - Jul 2012||1|
|Unemployed||Fresno, CA||Mar 2011 - Jun 2011||< 1|
|Self Employed||Fresno, CA||Feb 2009 - Mar 2011||2|
|Fresno State University||Fresno, CA||Aug 2008 - Dec 2010||2|
|Fresno City College||Fresno, CA||Jun 2006 - Dec 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2011|
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