Viktor Misko
STRATEGIC ADVISERS LLC | Vice President, Wealth Planner
BRIDGEWATER, NJ 08807
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CRD#: 5109230
Professional summary
Viktor Misko, CFP®, who also goes by VIctor Misko, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Bridgewater, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Bridgewater, New Jersey.
Viktor is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Viktor has worked at 5 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
Biography
I partner with clients to understand family dynamics and implement lifetime financial plans. I strongly believe that engaging clients in a holistic way enables me to link their larger life circumstances to their long-term financial well-being.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Victor Misko
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Viktor Misko'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®
Education
University of Central Florida
Bachelor of Science (BS) - Biology
1999
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #1: 762 Route 202 South, Bridgewater, NJ 08807Office #2: 750 Route 202 Suites 110 430, Bridgewater, NJ, 08807-5530RIA
CRD#: 104555
BRIDGEWATER, NJ
Current
August 26, 2010 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 750 Route 202 Suites 110 430, Bridgewater, NJ, 08807BD
CRD#: 7784
Bridgewater, NJ
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BRIDGEWATER, NJ
Past
September 3, 2010 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
BRIDGEWATER, NJ
Past
June 25, 2007 - August 5, 2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
BEDMINSTER, NJ
Past
May 17, 2007 - August 5, 2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
BEDMINSTER, NJ
Past
June 7, 2006 - March 13, 2007
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
LAWRENCEVILLE, NJ
Past
May 2, 2006 - March 13, 2007
MORGAN STANLEY DW INC.
BD
CRD#: 7556
LAWRENCEVILLE, NJ
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
California(4/23/2019)
RR
Colorado(1/26/2022)
RR
Delaware(1/7/2022)
RR
Florida(1/5/2011)
RR
Georgia(9/2/2022)
RR
Hawaii(8/14/2025)
RR
Maine(3/2/2024)
RR
Maryland(9/17/2025)
RR
Massachusetts(2/11/2025)
RR
Michigan(1/4/2025)
RR
Montana(1/26/2021)
RR
New Jersey(8/26/2010)
IAR
New Jersey(3/31/2025)
RR
New York(8/26/2010)
RR
North Carolina(8/2/2019)
RR
North Dakota(7/8/2022)
RR
Pennsylvania(8/26/2010)
RR
South Carolina(2/25/2021)
RR
Tennessee(2/22/2021)
RR
Texas(6/8/2020)
IAR
Texas(3/31/2025)
RR
Utah(8/15/2024)
RR
Vermont(3/2/2024)
RR
Virginia(3/12/2021)
RR
Washington(8/8/2020)
RR
Wisconsin(8/17/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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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
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Company Information
STRATEGIC ADVISERS LLC
Vice President, Wealth PlannerCRD#: 104555Bridgewater, NJ 08807TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
