Back to top

Overview

Services

Advisor Services

  • Financial Planning

  • Other
    • -Selection of Other Advisors
    • -Educational seminars/workshops

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Fidelity Investments 8 years, 3 months Jul 2008 - Present
Ameriprise Financial Services Inc 8 months Sep 2007 - May 2008
Re Dream Homes 1 year, 2 months Dec 2006 - Feb 2008
Prudential 1 year, 6 months Jun 2005 - Dec 2006
Are You
Neda Tavakoli?
  • Claim your profile
    for FREE
  • Update your
    contact information
  • Highlight your specialties
    and expertise
Claim this free profile

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Neda Tavakoli

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
There are no answers for this advisor to display at this time.

Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    1
  • as of date
    Apr 21, 2014
FINRA
FINRA
  • license status
    Registered
  • disclosures
    1
  • as of date
    Mar 10, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Strategic Advisers, Inc.

Last updated on June 20, 2016
    • $236.4B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 619K
      Accounts
    • $381.8K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees
Other Advisors in Your Area
  • Ryan Patrick Zacharczyk
    Zynergy Retirement Planning
    Red Bank, NJ
    View Profile
  • Eve L. Kaplan, CFP®
    Kaplan Financial Advisors LLC
    Berkeley Heights, NJ
    View Profile
  • James D. Kinney, CFP®
    Financial Pathways
    Bridgewater, NJ
    View Profile
  • Sheri Cupo, CFP®
    SageBroadview Financial Planning, LLC
    Morristown, NJ
    View Profile
  • Alexander Efros, MBA, CPA
    Lighthouse Financial Services Inc
    Staten Island, NY
    View Profile
  • Douglas J. Lyons, CFA, CFP®, CDFA™
    Douglas J. Lyons Financial Group Inc.
    Red Bank, NJ
    View Profile