Alexander Opoulos
Professional summary
Alexander Opoulos IV, who also goes by Alexander Opoulois IV, Alex Opoulos, Alexander Opoulos, is a registered financial advisor currently at OBJECTIVITY SQUARED WEALTH MANAGEMENT located in Charleston, South Carolina.
Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Alexander has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Alexander Opoulos IV's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 4, 2021 - Present
OBJECTIVITY SQUARED WEALTH MANAGEMENT
Office #1: 701 East Bay Street Suite 403, Charleston, SC 29403November 18, 2009 - December 31, 2020
RAYMOND JAMES & ASSOCIATES, INC.
November 13, 2009 - December 31, 2020
RAYMOND JAMES & ASSOCIATES, INC.
March 15, 1995 - November 18, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 12, 1995 - November 18, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
OBJECTIVITY SQUARED WEALTH MANAGEMENT
CRD#: 311052 / SEC#: 801-119693
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/4/2021)
Exams
Current Firm
OBJECTIVITY SQUARED WEALTH MANAGEMENT
CRD#: 311052 / SEC#: 801-119693
Contact information
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,367 |
| AUM (Assets Under Management) | $ 401,140,000 |
Red Flags
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