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Antoinette H Naghavi

Antoinette H. Naghavi

STRATEGIC ADVISERS LLC | Financial Consultant I
MISSION VIEJO, CA
Some features on this profile are disabled
CRD#: 6018802
Antoinette H Naghavi

Professional summary

Antoinette H Naghavi, CFP®, who also goes by Annie H Dkrmanajian, Antoinette H Dkrmanajian, Antoinette H Naghavi, Annie Naghavi, Antoinette Naghavi, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Mission Viejo, California and FIDELITY BROKERAGE SERVICES LLC located in Mission Viejo, California.

Antoinette is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Antoinette has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Biography

As a Financial Consultant, my process is centered around understanding you, your family, and your aspirations. I am committed to listening to what matters most to you. Together we will create a plan that optimizes your situation and is aligned with your vision for your life.
top-8-questions

Question & Answer

What are your service offerings?
Investment Planning
Retirement Planning
Insurance Planning
Life Transitions
Education Planning
Comprehensive Financial Planni...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes

Aliases

Annie H Dkrmanajian | Antoinette H Dkrmanajian | Antoinette H Naghavi | Annie Naghavi | Antoinette Naghavi

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Antoinette H Naghavi's CRS (Customer Relationship Summary).
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®

Certified Financial Planner

Start date: 2021

Education

California State University Fullerton

Bachelor of Arts (BA) - Business Finance

2012

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 27101 Puerta Real Ste 160, Mission Viejo, CA 92691
RIA
CRD#: 104555
MISSION VIEJO, CA
Current

April 12, 2021 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 27101 Puerta Real Ste 160, Mission Viejo, CA 92691
BD
CRD#: 7784
Mission Viejo, CA
Past

April 16, 2021 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
MISSION VIEJO, CA
Past

March 22, 2019 - March 3, 2021

LPL FINANCIAL LLC

RIA
CRD#: 6413
IRVINE, CA
Past

March 21, 2019 - March 3, 2021

LPL FINANCIAL LLC

BD
CRD#: 6413
IRVINE, CA
Past

January 21, 2013 - March 12, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
HUNTINGTON BEACH, CA
Past

October 10, 2012 - March 12, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
HUNTINGTON BEACH, CA

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
(3/25/2023)
RR
California
(4/12/2021)
IAR
California
(3/31/2025)
RR
Hawaii
(8/20/2025)
RR
Idaho
(10/4/2024)
RR
Illinois
(1/17/2023)
RR
Massachusetts
(3/14/2023)
RR
Michigan
(1/4/2025)
RR
Oregon
(7/15/2025)
RR
South Carolina
(1/4/2025)
RR
Tennessee
(6/7/2024)
RR
Texas
(2/16/2023)
IAR
Texas
(3/31/2025)
RR
Virginia
(1/9/2024)
RR
Washington
(2/21/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/18/2013
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/8/2012
General Securities Representative Examination
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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)
FIDELITY STRATEGIC DISCIPLINES (11/10/2025)
FIDELITY WEALTH SERVICES (9/10/2025)
STRATEGIC ADVISERS LLC (9/10/2025)
FIDELITY MANAGED FIDFOLIOS (3/31/2025)
FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)
FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025
Cover Page
Report

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.

Company Information

STRATEGIC ADVISERS LLC

Financial Consultant ICRD#: 104555Mission Viejo, CA

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Contact information

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