Brian SirotaCRD Number: 6084705
Current Firm: Strategic Advisers, Inc.
Brian Sirota (CRD# 6084705) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Tampa, FL and has over 4 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Fidelity Brokerage Services, LLC||Jacksonville, FL||Jun 2012 - Current||4|
|Fairwinds Credit Union||Maitland, FL||Aug 2011 - Jun 2012||< 1|
|Nova Southeastern University||Fort Lauderdale, FL||Jul 2010 - Apr 2012||1|
|United Legacy Bank||Oviedo, FL||Nov 2010 - Jul 2011||< 1|
|Hilton Grand Vacations||Metro West, FL||Jul 2010 - Nov 2010||< 1|
|Auburn University||Auburn, AL||Aug 2006 - May 2010||3|
|Winter Springs High School||Winter Springs, FL||Aug 2002 - May 2006||3|
|Carwash Palace||Winter Springs, FL||May 2005 - Jul 2005||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2012|
|S66||NASAA Uniform Combined State Law Examination||Oct 2013|
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