Angelika Lipow
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
SALINAS, CA
Some features on this profile are disabled
CRD#: 6280917
Professional summary
Angelika Lipow, CFP®, who also goes by Angelika Khaliavsky, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Salinas, California and FIDELITY BROKERAGE SERVICES LLC located in Monterey, California.
Angelika is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Angelika has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
As a Financial Consultant and a Certified Financial Planner, my goal is to enable you to make prudent investment decisions. When working together, I take the time to get to know you and your interests, passions and dreams to ensure your plan is tailored to your unique situation, yet is flexible enough to evolve with your changing needs over time. You decide what's important, and I partner with you to work towards your financial goals.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Investment Planning
Retirement Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Angelika Khaliavsky
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 Angelika Lipow'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®
CFP®
Start date: 2020
Education
The Hebrew University of Jerusalem
Master of Arts - The Hebrew University of Jerusalem
2005
The Hebrew University of Jerusalem
Bachelor of Science (BS) - The Hebrew University of Jerusalem
1999
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 553 Munras Ave, Monterey, CA 93940RIA
CRD#: 104555
SALINAS, CA
Current
November 12, 2018 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 553 Munras Ave, Monterey, CA 93940BD
CRD#: 7784
Monterey, CA
Past
November 20, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
MONTEREY, CA
Past
April 28, 2014 - October 31, 2018
EDWARD JONES
RIA
CRD#: 250
SALINAS, CA
Past
March 4, 2014 - October 31, 2018
EDWARD JONES
BD
CRD#: 250
SALINAS, 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(4/23/2020)
RR
California(11/14/2018)
IAR
California(3/31/2025)
RR
Colorado(10/9/2020)
RR
Connecticut(12/23/2021)
RR
Florida(1/12/2022)
RR
Hawaii(12/21/2018)
RR
Idaho(6/4/2021)
RR
Illinois(4/23/2020)
RR
Kansas(7/8/2022)
RR
Maine(2/12/2021)
RR
Massachusetts(11/1/2019)
RR
Nevada(1/23/2023)
RR
New Mexico(1/12/2022)
RR
New York(1/17/2023)
RR
Oregon(12/21/2018)
RR
South Carolina(3/18/2021)
RR
Texas(4/23/2020)
IAR
Texas(3/31/2025)
RR
Utah(8/8/2020)
RR
Virginia(4/5/2019)
RR
Washington(6/26/2020)
Exams
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)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Salinas, CATRUST BUT VERIFY
Monitor Angelika Lipow
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
