Burbank, CA W. Alameda Ave Office

Team
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Fidelity

Institution

Firm-wide stats for Fidelity

Total advisors

17,062

Across 1,880 offices

Clients per advisor

140 Very High

Avg AUM per client

$234,793 Very Low

HNW client ratio

31% High

About

Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a wide range of clients, including retail and institutional investors, an IRS‑qualified Charitable Gift Fund, and registered investment companies. Its services include discretionary portfolio management, non‑discretionary advisory work, fund advisory (including multi‑manager and fund‑of‑funds structures), management and consulting, and delivery of model portfolios to intermediary platforms.

The firm’s investment process blends proprietary fundamental research with quantitative analysis and algorithmic portfolio construction; model portfolios are constructed from an investable universe of mutual funds, ETFs, and ETPs using systematic methodologies and long‑term asset allocation benchmarks. Strategic Advisers may delegate day‑to‑day management to affiliated or unaffiliated sub‑advisers, applies oversight controls, and evaluates share classes and allocations with the stated aim of addressing related conflicts of interest.

Distinctive features noted in the brochure include Strategic Advisers’ registration with the CFTC as a commodity pool operator and membership in the NFA, and its formal advisory role to multiple registered investment companies and fund‑of‑funds—activities that are less common among large institutional peers. The brochure also highlights its role in constructing and delivering model portfolios for Fidelity Institutional Wealth Adviser, its documented use of algorithmic methods and AI/LLMs in research, and established proxy‑voting and governance procedures for the funds it advises.

Based on Fidelity

Expertise

Charitable giving & philanthropy Active portfolio management

Based on Fidelity

Location

2900 W. Alameda Ave, Ste 150

Burbank CA 91505-4241

Advisors at this office

20

Advisors at this office

Melanie S

Series 63, Series 66

Burbank, CA

Fidelity

Melanie Sepanian is currently a Planning Consultant at Fidelity Investments, a position she has held since 2026. She has built her career in the financial services industry, with prior roles including Relationship Manager at Fidelity Investments, Associate Representative at Thrivent, Teller at Wells Fargo, and Insurance Agent at World Financial Group. Melanie specializes in partnering with clients to understand their financial goals, such as retiring early, funding an education, or preserving wealth for future generations. She focuses on building multi-generational relationships and providing comprehensive financial guidance. She holds a California Insurance License.

General retirement planning Early retirement planning College savings (529s, UTMA, etc.) Multi-generational wealth transfer Wealth management

Kevin M

Series 66

Burbank, CA

Fidelity

Kevin Muradyan is Vice President and Branch Leader at Fidelity Investments, a role he has held since 2021. He holds a California Insurance License, supporting his work in the financial services sector. Kevin describes himself as a dedicated and passionate leader striving to inspire others. In addition to his professional responsibilities, Kevin has a range of personal interests that include spending time at the beach, cars, culinary experiences, social events with friends, hiking, and outdoor adventures.

Charitable giving & philanthropy Active portfolio management Financial Professional Executive

Vincent W

Series 63, Series 66

Burbank, CA

Fidelity

Vincent Wei is a Financial Consultant at Fidelity Investments, where he works with clients to develop tailored financial plans that align with their goals and objectives. He focuses on understanding each client's current financial position to implement strategies designed for their future stability. Vincent has been with Fidelity Investments since 2020, progressing through roles including Financial Representative, Relationship Manager, and Investment Consultant before becoming a Financial Consultant in 2023. Prior to joining Fidelity, he worked as a Premier Banker at OneWest Bank from 2016 to 2020. He holds a California Insurance License.

General retirement planning Wealth management Cash flow / budgeting

Lisa K

Series 63, Series 65

Burbank, CA

Fidelity

Lisa Koontz is the Vice President and Branch Leader at Fidelity Investments' Burbank Investor Center. In this role, she leads a team of financial professionals focused on partnering with clients to help them work toward their financial goals. She emphasizes creating a warm and welcoming environment while building long-term meaningful relationships with clients. Her professional experience includes serving as Vice President and Branch Leader at Fidelity Investments since 2011. Prior to that, she held leadership roles at Morgan Stanley Smith Barney from 2009 to 2011 and Citigroup Global Markets, Inc. from 2004 to 2009, progressing from Financial Advisor to Vice President and Branch Manager. Earlier in her career, she worked as a Loan Officer at Western Bank and First Interstate Bank and as an Account Executive at Union Bank. Lisa holds a California Insurance License. Outside of work, she enjoys cooking and baking, watching movies, photography, and traveling.

Wealth management

Peter S

CFP®, Series 66

Burbank, CA

Fidelity

Peter Shu is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. His career in financial services spans over a decade, including roles as Investment Consultant and Senior Relationship Manager at Fidelity Investments, as well as Financial Advisor positions at Bank of the West and Merrill Lynch. Prior to these roles, he worked as a Personal Banker at Bank of America. Peter holds certifications as a Certified Financial Planner® and Chartered Financial Consultant®, and he has earned an MBA. He is licensed to sell insurance in California. Peter emphasizes understanding each client's unique financial situation and views financial planning as a core component of a balanced life.

General retirement planning Income planning Wealth management Cash flow / budgeting

Fernando G

Series 66

Burbank, CA

Fidelity

Fernando Grijalva is a Financial Consultant currently working at Fidelity Investments, a position he has held since 2023. Prior to this role, he served as a Planning Consultant at Fidelity Investments from 2021 to 2023 and was an Investment Advisor at Thrivent from 2016 to 2021. His experience spans various aspects of financial planning and investment advising. Fernando holds a California Insurance License, supporting his expertise in financial consulting. He emphasizes the importance of understanding the emotional aspects of financial decisions and collaborates with clients to design plans that align with their goals. Outside of his professional work, Fernando has personal interests in baseball, comedy, family activities, music, reading, and tennis.

General retirement planning Wealth management Cash flow / budgeting

Areen M

Series 66

Burbank, CA

Fidelity

Areen Minasian is an Investment Consultant currently working at Fidelity Investments since 2024. She specializes in assisting clients with financial planning and investment decisions, focusing on developing strategies to meet various financial goals. Prior to her current role, Areen held positions as a Financial Solutions Advisor at Merrill Lynch from 2023 to 2024, Wealth Advisor Associate at First Republic Bank from 2022 to 2023, and Senior Preferred Banker Associate at First Republic Bank from 2019 to 2022. She holds a California Insurance License. Outside of her professional career, Areen enjoys activities such as hiking, soccer, tennis, traveling, attending social events with friends, and exploring culinary experiences.

Wealth management Passive / index investing Active portfolio management

Luis C

Series 66

Burbank, CA

Fidelity

Luis Cuevas is an Investment Consultant at Fidelity, where he focuses on helping clients make informed decisions about their financial futures. He brings over ten years of industry experience and a thorough understanding of financial markets, investment strategies, and risk management to his role. Before joining Fidelity in 2024, Luis held several positions including Financial Solutions Advisor at Merrill Lynch and Merrill Financial Solutions Advisor from 2018 to 2024. He also worked as a Registered Associate at Morgan Stanley and a Registered Representative at Ameriprise Financial. Luis holds a California Insurance License. Outside of his professional work, Luis enjoys baseball, fishing, golf, music, outdoor adventures, and traveling.

Wealth management Active portfolio management Financial Professional

Jiven F

Series 66

Burbank, CA

Fidelity

Jiven Flores is a Planning Consultant at Fidelity Investments, where he partners with clients to guide them through important financial decisions. He focuses on creating financial plans that reflect clients' goals, help protect their assets, and support their envisioned futures. Before joining Fidelity Investments in 2023, Jiven worked as a Retirement Consultant at Empower from 2022 to 2023 and as an Investment Consultant at TD Ameritrade from 2018 to 2022. He holds a California Insurance License. Outside of his professional work, Jiven engages in family activities, hiking, movies, and spending time with pets.

General retirement planning Retirement income strategy Income planning Wealth management Passive / index investing Consultant

Cynthia K

Series 65, Series 66

Burbank, CA

Fidelity

Cynthia Keverian is a Financial Consultant currently employed at Fidelity Investments since 2025. In this role, she collaborates with clients to develop personalized financial strategies that align with their goals and motivations, supporting them in making informed decisions throughout their life journey. Prior to her current position, Cynthia served as a Financial Solution Advisor at Merrill Lynch from 2015 to 2025. She holds a California Insurance License, which complements her expertise in providing comprehensive financial advice. Outside of her professional work, Cynthia enjoys outdoor activities such as hiking, kayaking, and spending time at the beach and lake. She also values family activities and caring for her pets.

Wealth management General retirement planning Income planning
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Tyler J

Series 66

Burbank, CA

Fidelity

Tyler Jacobi is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he worked in trading roles at Trader Bo's and held various positions including at Irvine America and in hospitality. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Charitable giving & philanthropy Active portfolio management

Sophia S

Series 63, Series 66

Burbank, CA

Fidelity

Sophia Solouk is a Planning Consultant at Fidelity Investments, where she assists advisors in collaborating with clients to develop sustainable financial plans. She utilizes Fidelity's resources to efficiently gather data and aims to build trusting relationships by creating a comfortable environment for clients to share material information. Sophia's professional experience includes roles as a Relationship Manager and Financial Representative at Fidelity Investments, as well as an Insurance Agent at New York Life. She holds a California Insurance License. Outside of her professional work, Sophia enjoys food, social events with friends, spending time with pets, and practicing Pilates, running, and yoga.

General retirement planning Wealth management Cash flow / budgeting
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River S

Series 66

Burbank, CA

Fidelity

River Sentell is a financial advisor with Fidelity and holds a Series 66 designation. He has one year of industry experience and previously worked in various roles including at Euromos Global and AXO Sorority. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Charitable giving & philanthropy Active portfolio management

Michael M

Series 66

Burbank, CA

Fidelity

Michael Mirolla is a Planning Consultant who develops engagement strategies tailored to each client's unique planning needs. He collaborates closely with clients to build financial plans aimed at supporting their financial goals. Prior to his current role, Michael worked as a Relationship Manager at Fidelity Investments from 2025 to 2026 and as a Financial Representative at the same firm from 2024 to 2025. He holds a California Insurance License.

General retirement planning Wealth management Consultant

Jordan S

Series 63, Series 65

Burbank, CA

Fidelity

Jordan Sweeney is a Planning Consultant at Fidelity Investments, a position held since 2025. Prior to this role, Jordan worked as a Relationship Manager at Fidelity Investments from 2024 to 2025 and as a Customer Relationship Advocate at the same company from 2022 to 2024. Jordan holds a California Insurance License. Jordan focuses on providing ongoing guidance and support to help clients navigate financial planning with clarity and confidence. The approach centers on building lasting relationships based on trust and transparency. Outside of work, Jordan has personal interests that include cars, fishing, food, hiking, and photography.

Charitable giving & philanthropy Active portfolio management Consultant
View complete list of advisors at this office
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