Tatyana A. Gorski
STRATEGIC ADVISERS LLC | Financial Consultant
OSWEGO, IL
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CRD#: 6403397
Professional summary
Tatyana Alexeevna Gorski, CFP®, who also goes by Tatyana Alexeevna Artemyeva, Tatyana Alexeevna Gorski, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Oswego, Illinois and FIDELITY BROKERAGE SERVICES LLC located in Naperville, Illinois.
Tatyana is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Tatyana has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
As a Financial Consultant and CERTIFIED FINANCIAL PLANNER™ professional, I genuinely care about financial planning and building life-long relationships with my clients. I take pride in helping people prepare for retirement, live in retirement and planning for other financial goals. Planning at Fidelity provides access to our trusted brand, industry-leading technology, cost-efficient investment platform and the ability to work closely with my team and I.
Question & Answer
What are your service offerings?
Insurance Planning
Retirement Planning
Employee and Employer Plan Ben...
Investment Planning
Comprehensive Financial Planni...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Tatyana Alexeevna Artemyeva | Tatyana Alexeevna Gorski
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.
OAA#: 55622 | Org Name:Community Unit School District 308 | Org Addr:Oswego, IL, US | Nature of Bus:School District | Invst Rel:N | Title:member of Finance and Operations Advisory Committee | Duties:board member | Start Dt:07/30/2018 | Total Hrs p/m:10 | Sec Trdng Hrs p/m:0
CRS (Client Relationship Summary) - RIA
Click below to view Tatyana Alexeevna Gorski'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: 2017
Education
Aurora University
Master of Business Administration (MBA) - Business Administration
2016
Massachusetts College of Liberal Arts
Bachelor of Business Administration - Business
2009
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1823 Freedom Drive, Naperville, IL 60563RIA
CRD#: 104555
OSWEGO, IL
Current
December 15, 2014 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1823 Freedom Drive, Naperville, IL 60563BD
CRD#: 7784
NAPERVILLE, IL
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
NAPERVILLE, IL
Past
March 16, 2015 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SCHAUMBURG, IL
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
Alaska(1/6/2025)
RR
Arizona(3/2/2015)
RR
California(8/21/2017)
RR
Colorado(8/12/2025)
RR
Connecticut(1/4/2025)
RR
Florida(6/17/2015)
RR
Georgia(1/4/2025)
RR
Illinois(3/2/2015)
IAR
Illinois(3/31/2025)
RR
Indiana(1/4/2025)
RR
Iowa(3/2/2015)
RR
Massachusetts(8/21/2017)
RR
Michigan(11/16/2020)
RR
Minnesota(9/19/2019)
RR
Nevada(1/4/2025)
RR
New Jersey(1/4/2025)
RR
North Carolina(10/8/2021)
RR
Ohio(8/22/2017)
RR
Oregon(1/4/2025)
RR
South Carolina(10/8/2021)
RR
Tennessee(9/19/2019)
RR
Texas(8/21/2017)
IAR
Texas(3/31/2025)
RR
Utah(1/6/2024)
RR
Wisconsin(3/2/2015)
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
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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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Oswego, ILTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
