Kevin Cvitanov
STRATEGIC ADVISERS | Planning Consultant
THOUSAND OAKS, CA
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CRD#: 5933047
Professional summary
Kevin Cvitanov, who also goes by Kevin C Cvitanov, Kevin Chandler Cvitanov, Kevin Cvitanov, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Thousand Oaks, California and FIDELITY BROKERAGE SERVICES LLC located in Thousand Oaks, California.
Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Kevin has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
As a Planning Consultant, I develop and maintain an engagement strategy that supports each household's unique planning needs. Forming strong relationships with my clients and their families is of the utmost importance to me and I work hard to maintain a deep level of trust, reliability, and competency. I serve as an additional resource to partner with clients in building customized financial plans.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kevin C Cvitanov | Kevin Chandler Cvitanov | Kevin Cvitanov
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 Kevin Cvitanov'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®
NoneEducation
Muhlenberg College
Bachelor of Arts (BA) - Theater
2006
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 111 South Westlake Blvd Suite #103, Thousand Oaks, CA 91362-3807RIA
CRD#: 104555
THOUSAND OAKS, CA
Current
July 27, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 111 South Westlake Blvd #103, Thousand Oaks, CA 91362BD
CRD#: 7784
Thousand Oaks, CA
Past
March 29, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
THOUSAND OAKS, CA
Past
August 17, 2011 - June 25, 2020
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
MALVERN, PA
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
Arizona(7/30/2020)
RR
California(7/27/2020)
IAR
California(3/31/2025)
RR
Florida(1/6/2021)
RR
Georgia(3/25/2025)
RR
Illinois(1/6/2021)
RR
Minnesota(2/6/2025)
RR
Nevada(7/30/2020)
RR
Pennsylvania(12/3/2025)
RR
Texas(1/6/2021)
IAR
Texas(3/31/2025)
RR
Utah(1/6/2021)
RR
Washington(1/6/2021)
Exams
State Security Law Exam
State Security Law 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)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
Planning ConsultantCRD#: 104555Thousand Oaks, CATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
