Raquel Anagnostopoulos

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2021 → 05/2022
  Raymond James & Associates, Inc
  New York, NY
• 09/2019 → 10/2020
  New York Life
  New York, NY
• 09/2018 → 05/2019
  Foresters Financial
  New York, NY
• 06/2018 → 08/2018
  Foresters Financial
  New York, NY
• 10/2016 → 04/2017
  Lord And Taylor
  New York, NY
• 09/2015 → 05/2019
  Pace University
  New York, NY
• 05/2019 → 09/2019
  Unemployed
  New York, NY
• 05/2022 → 06/2023
  Fidelity Investments
  Forest Hills, NY
• 10/2024 → 04/2025
  Unemployed
  Dix Hills, NY
• 04/2025 → Present
  Fidelity Investments
  Dix Hills, NY
• 06/2023 → 10/2024
  Fidelity Investments
  West Palm Beach, FL

Previous Registrations

• 2022-10-12 → 2024-10-18
  Fidelity Personal And Workplace Advisors
  Forest Hills, NY
  Merrimack, NH
  West Palm Beach, FL
• 2021-04-22 → 2022-05-18
  Raymond James & Associates, Inc.
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2021-04-20