Unclaimed Profile

Alexander Opoulos

OBJECTIVITY SQUARED, LLC·CHARLESTON, South Carolina

SIE, Series 7, Series 63, Series 6531 years registeredOBJECTIVITY 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 · 31 years registered

Brand Profile

Not yet started

Career History

OBJECTIVITY SQUARED WEALTH MANAGEMENT

Jan 2021 – present

RAYMOND JAMES & ASSOCIATES, INC.

Nov 2009 – Dec 2020

CHARLESTON, SC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Mar 1995 – Nov 2009

CHARLESTON, SC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · March 15, 1995

Years registered · 31

Disclosure History

1999Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

OBJECTIVITY SQUARED, LLC

CRD 311052 · SEC 801-119693

AUM

$362M

Regulatory assets under management

Employees

1,248 client accounts

Services offered by OBJECTIVITY SQUARED, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at OBJECTIVITY SQUARED, LLC →

Introduction

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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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