Sirma M. Tzoutzova
STRATEGIC ADVISERS LLC
SUNNYVALE, CA
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CRD#: 4163102
Professional summary
Sirma M Tzoutzova, CFP®, CIMA®, who also goes by Sirma Marinova Tzoutzova, Sirma Tzoutzova, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Sunnyvale, California and FIDELITY BROKERAGE SERVICES LLC located in Palo Alto, California.
Sirma is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Sirma has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 9 and Series 10 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Sirma Marinova Tzoutzova | Sirma Tzoutzova
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OAA#: 50097 | Org Name:2383 Oakridge Dr. LLC | Org Addr:Layton, UT, US | Nature of Bus:Rental Real Estate | Invst Rel:Y | Title:Member | Duties:Personal rental real estate held in an LLC | Start Dt:04/17/2010 | Total Hrs p/m:.1 | Sec Trdng Hrs p/m:0
CRS (Client Relationship Summary) - RIA
Click below to view Sirma M Tzoutzova's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2003
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 251 University Avenue, Palo Alto, CA 94301RIA
CRD#: 104555
SUNNYVALE, CA
Current
June 13, 2017 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 251 University Avenue, Palo Alto, CA 94301BD
CRD#: 7784
Palo Alto, CA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
PALO ALTO, CA
Past
July 17, 2017 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
PALO ALTO, CA
Past
August 22, 2013 - May 30, 2017
SVB INVESTMENT SERVICES INC.
RIA
CRD#: 168116
MENLO PARK, CA
Past
August 22, 2013 - May 30, 2017
SVB SECURITIES, A NON-BANK AFFILIATE OF SILICON VALLEY BANK
BD
CRD#: 46902
SAN FRANCISCO, CA
Past
September 8, 2003 - July 18, 2013
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
PALO ALTO, CA
Past
January 30, 2001 - July 18, 2013
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
PALO ALTO, CA
Past
July 6, 2000 - January 26, 2001
FIDELITY DISTRIBUTORS COMPANY LLC
BD
CRD#: 17507
SMITHFIELD, RI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(11/17/2020)
RR
Alaska(11/17/2020)
RR
Arizona(11/17/2020)
RR
Arkansas(11/17/2020)
RR
California(6/13/2017)
IAR
California(3/31/2025)
RR
Colorado(11/17/2020)
RR
Connecticut(11/17/2020)
RR
Delaware(11/17/2020)
RR
District of Columbia(6/13/2017)
RR
Florida(11/17/2020)
RR
Georgia(11/17/2020)
RR
Hawaii(11/17/2020)
RR
Idaho(11/17/2020)
RR
Illinois(6/13/2017)
RR
Indiana(11/17/2020)
RR
Iowa(11/17/2020)
RR
Kansas(11/17/2020)
RR
Kentucky(11/17/2020)
RR
Louisiana(11/17/2020)
RR
Maine(11/17/2020)
RR
Maryland(11/17/2020)
RR
Massachusetts(6/13/2017)
RR
Michigan(6/13/2017)
RR
Minnesota(11/17/2020)
RR
Mississippi(11/17/2020)
RR
Missouri(6/13/2017)
RR
Montana(6/13/2017)
RR
Nebraska(11/17/2020)
RR
Nevada(6/13/2017)
RR
New Hampshire(11/17/2020)
RR
New Jersey(11/17/2020)
RR
New Mexico(11/17/2020)
RR
New York(6/13/2017)
RR
North Carolina(6/13/2017)
RR
North Dakota(11/17/2020)
RR
Ohio(6/13/2017)
RR
Oklahoma(11/17/2020)
RR
Oregon(6/13/2017)
RR
Pennsylvania(11/17/2020)
RR
Puerto Rico(11/17/2020)
RR
Rhode Island(11/17/2020)
RR
South Carolina(11/17/2020)
RR
South Dakota(11/17/2020)
RR
Tennessee(11/17/2020)
RR
Texas(11/17/2020)
IAR
Texas(3/31/2025)
RR
Utah(11/17/2020)
RR
Vermont(6/13/2017)
RR
Virgin Islands(11/17/2020)
RR
Virginia(11/17/2020)
RR
Washington(6/13/2017)
RR
West Virginia(11/17/2020)
RR
Wisconsin(11/17/2020)
RR
Wyoming(11/17/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
