Hrini Sandoval

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

• 09/2007 → 11/2016
  Ameriprise Financial Services
  Houston, TX
• 11/2016 → 05/2018
  Ubs Financial Services
  Houston, TX
• 06/2021 → 06/2022
  Lincoln
  Tomball, TX
• 02/2019 → 06/2021
  Independent Professional Management
  Houston, TX
• 08/2018 → 06/2019
  Rcw Nurseries
  Houston, TX
• 09/2022 → Present
  Fidelity Investments
  Pinehurst, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-11-07 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Pinehurst, TX
  Westlake, TX
• 2022-05-27 → 2022-06-30
  Osaic Fa, Inc.
  Tomball, TX
• 2016-11-23 → 2018-06-21
  Ubs Financial Services Inc.
  Houston, TX
• 2013-07-17 → 2016-11-17
  Ameriprise Financial Services, Llc
  Houston, TX
  Sugar Land, TX

Exams

• S66 Uniform Combined State Law Examination
  2022-05-24

Other Names

• Hrini Karavasilis
• Hrini Karavasilis
• Hrini Baugh
• Hrini Karavasilis Sandoval
• Hrini Sandoval