Viken Banjarjian

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

• 10/2016 → 04/2021
  U.S. Bank
  La Crescenta, CA
• 11/2017 → 04/2021
  U.S. Bancorp Investments, Inc.
  La Crescenta, CA
• 01/2015 → 09/2016
  Volkswagen Pasadena
  Pasadena, CA
• 08/2021 → Present
  Fidelity Investments
  Pasadena, CA
• 04/2021 → 08/2021
  Us Bank Private Wealth Management
  Los Angeles, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-12-08 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Pasadena, CA

Exams

• S66 Uniform Combined State Law Examination
  2021-12-03
• S63 Uniform Securities Agent State Law Examination
  2018-01-29

Other Names

• Vicken Banjarjian
• Vick Banjarjian
• Viken Stephane Banjarjian