Vanja Mikanovic, financial advisor Sarasota FL
93 score

Vanja Mikanovic

CRD Number: 5897312
Current Firm: Strategic Advisers, Inc.

Vanja Mikanovic (CRD# 5897312) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Sarasota, FL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Salt Lake City, UT Feb 2011 - Current 5
Paradise Bakery Sandy, UT Nov 2010 - Jan 2011 < 1
Unemployed Salt Lake City, UT Aug 2010 - Nov 2010 < 1
Transporter 4 (self-employed) Salt Lake City, UT Apr 2009 - Aug 2010 1
Cucina Toscana Restaurant Salt Lake City, UT Nov 2006 - Mar 2009 2
University Of Utah Salt Lake City, UT Aug 2005 - Dec 2006 1
Milcreek Coffee Roasters Salt Lake City, UT Aug 2006 - Nov 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2011
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Vanja Mikanovic
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • FL
  • TX
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
93
Clean Record
This advisor has a clean track record with regulators.

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