Valeriya Malevany

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

• 06/2017 → 08/2017
  Unemployed
  Milwaukee, WI
• 09/2017 → 10/2024
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 11/2024 → Present
  Fidelity Investments
  Brookfield, WI
• 07/2008 → 08/2017
  New Health Services/Supportive Home Care
  Wauwatosa, WI
• 02/2017 → 05/2017
  Jb2 Services
  Milwaukee, WI
• 01/2016 → 02/2017
  Novum Structures
  Menomonee Falls, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-29
• S63 Uniform Securities Agent State Law Examination
  2018-02-23

Other Names

• Val Malevany
• Valeriya Malevany
• Valeriya Victoria Malevany