Boris Spasojevic
STRATEGIC ADVISERS LLC | Financial Consultant
MILPITAS, CA
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CRD#: 6084302
Professional summary
Boris Spasojevic is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Milpitas, California and FIDELITY BROKERAGE SERVICES LLC located in Sunnyvale, California.
Boris is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Boris has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
Partnering with clients to develop financial plans and investment strategies for their unique needs. I challenge and inspire individuals and families to work toward their life goals through disciplined planning and investing.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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 Boris Spasojevic'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
University College Dublin
Master of Science (MS) - Finances
2011
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 398 W. El Camino Real Suite 102, Sunnyvale, CA 94087-1398RIA
CRD#: 104555
MILPITAS, CA
Current
August 19, 2019 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 398-#102 W. El Camino Real, Sunnyvale, CA 94087BD
CRD#: 7784
Sunnyvale, CA
Past
August 22, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SUNNYVALE, CA
Past
December 12, 2017 - August 16, 2019
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
SAN CARLOS, CA
Past
October 1, 2012 - August 16, 2019
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
SAN CARLOS, CA
Past
July 13, 2012 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
SAN MATEO, 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
California(8/19/2019)
IAR
California(3/31/2025)
RR
Florida(7/24/2023)
RR
Georgia(3/4/2021)
RR
Hawaii(7/8/2022)
RR
Kansas(4/23/2020)
RR
Nevada(1/3/2020)
RR
New York(7/8/2022)
RR
North Carolina(9/9/2022)
RR
South Dakota(5/6/2022)
RR
Texas(1/3/2020)
IAR
Texas(3/31/2025)
RR
Utah(6/21/2022)
RR
Washington(4/23/2020)
Exams
State Security Law Exam
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
Financial ConsultantCRD#: 104555Milpitas, CATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
