Unclaimed Profile

Alexander Opoulos

OBJECTIVITY SQUARED, LLC·CHARLESTON, South Carolina

Clean recordOBJECTIVITY SQUARED, LLC

701 EAST BAY STREET, CHARLESTON, SC 29403CRD# 2565061Firm CRD# 311052

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alexander Opoulos · CHARLESTON, SC

Registration

CRD #2565061 · OBJECTIVITY SQUARED, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Alexander Opoulos is a registered financial advisor based in CHARLESTON, South Carolina, affiliated with OBJECTIVITY SQUARED, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

OBJECTIVITY SQUARED, LLC

OBJECTIVITY SQUARED WEALTH MANAGEMENT

AUM

$362M

Regulatory assets under management

Employees

Total firm employees

View all advisors at OBJECTIVITY SQUARED, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2565061

Firm CRD# 311052

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Alexander Opoulos offer?

Alexander Opoulos specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CHARLESTON, South Carolina for a consultation.

What are Alexander Opoulos's credentials?

Alexander Opoulos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alexander Opoulos located?

Alexander Opoulos is based in CHARLESTON, South Carolina, working with OBJECTIVITY SQUARED, LLC. Their office serves clients in the CHARLESTON metropolitan area and surrounding communities.

How does Alexander Opoulos charge for services?

Alexander Opoulos's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OBJECTIVITY SQUARED, LLC?

OBJECTIVITY SQUARED, LLC has approximately 6 employees and manages $362M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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