OY
Oksana V. Yuzefovich
STRATEGIC ADVISERS LLC
MOUNTAIN VIEW, CA
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CRD#: 5996509
OY
Professional summary
Oksana V Yuzefovich, who also goes by Oksana Yuzefovich, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Mountain View, California and FIDELITY BROKERAGE SERVICES LLC located in Palo Alto, California.
Oksana is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Oksana has worked at 5 firms and has passed the Series 63, Series 65, Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Oksana Yuzefovich
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 Oksana V Yuzefovich'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®
NoneExperience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 251 University Avenue, Palo Alto, CA 94301RIA
CRD#: 104555
MOUNTAIN VIEW, CA
Current
July 25, 2023 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 251 University Avenue, Palo Alto, CA 94301BD
CRD#: 7784
Palo Alto, CA
Past
September 19, 2023 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
PALO ALTO, CA
Past
March 22, 2021 - June 27, 2023
SILICON VALLEY CAPITAL PARTNERS, L.P.
RIA
CRD#: 125114
San Jose, CA
Past
July 13, 2018 - March 4, 2021
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BOSTON, MA
Past
March 16, 2017 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
PALO ALTO, CA
Past
October 1, 2013 - February 26, 2021
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
PALO ALTO, CA
Past
March 12, 2012 - August 1, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
PRINCETON, NJ
Past
January 27, 2012 - August 1, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
PRINCETON, 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
Alabama(9/21/2023)
RR
Alaska(10/4/2023)
RR
Arizona(10/4/2023)
RR
Arkansas(9/29/2023)
RR
California(9/18/2023)
IAR
California(3/31/2025)
RR
Colorado(9/21/2023)
RR
Connecticut(9/21/2023)
RR
Delaware(9/27/2023)
RR
District of Columbia(9/22/2023)
RR
Florida(9/21/2023)
RR
Georgia(9/25/2023)
RR
Hawaii(9/21/2023)
RR
Idaho(9/21/2023)
RR
Illinois(10/2/2023)
RR
Indiana(9/21/2023)
RR
Iowa(9/22/2023)
RR
Kansas(9/21/2023)
RR
Kentucky(9/25/2023)
RR
Louisiana(9/26/2023)
RR
Maine(9/21/2023)
RR
Maryland(9/26/2023)
RR
Massachusetts(9/22/2023)
RR
Michigan(9/22/2023)
RR
Minnesota(9/20/2023)
RR
Mississippi(9/21/2023)
RR
Missouri(9/21/2023)
RR
Montana(9/25/2023)
RR
Nebraska(9/21/2023)
RR
Nevada(10/19/2023)
RR
New Hampshire(9/22/2023)
RR
New Jersey(10/27/2023)
RR
New Mexico(9/21/2023)
RR
New York(9/21/2023)
RR
North Carolina(9/21/2023)
RR
North Dakota(9/25/2023)
RR
Ohio(9/21/2023)
RR
Oklahoma(9/21/2023)
RR
Oregon(9/20/2023)
RR
Pennsylvania(9/21/2023)
RR
Puerto Rico(9/27/2023)
RR
Rhode Island(9/21/2023)
RR
South Carolina(9/22/2023)
RR
South Dakota(9/21/2023)
RR
Tennessee(9/21/2023)
RR
Texas(9/18/2023)
IAR
Texas(3/31/2025)
RR
Utah(9/21/2023)
RR
Vermont(9/25/2023)
RR
Virgin Islands(9/27/2023)
RR
Virginia(9/21/2023)
RR
Washington(9/20/2023)
RR
West Virginia(9/25/2023)
RR
Wisconsin(9/21/2023)
RR
Wyoming(9/22/2023)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/19/2022
General Securities Representative ExaminationGeneral 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
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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.
