Alexander Opoulos has been Managing Member of Objectivity Squared since October 2020, is a control person of the firm and directly owns between 50% and 75% of it.
Objectivity Squared, LLC is a Charleston, SC firm with $488M under management, 181 clients and 4 advisers in one office, as of its March 2026 filing.
Alex Opoulos is Founder and Family Advisor of Objectivity Squared, a registered investment advisory firm based in Charleston, South Carolina.
Alexander Opoulos’ longest registration was 14 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (1995–2009). Before joining Objectivity Squared in 2021, Alexander Opoulos was registered through Raymond James & Associates, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- – present · 5 yearsCharleston, SC · Adviser representative · Firm CRD 311052
- Raymond James & Associates, Inc.– · 11 yearsCharleston, SC · Adviser representative · Firm CRD 705
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 14 yearsCharleston, SC · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Alexander Opoulos is registered as an investment adviser representative in South Carolina, since January 2021.
- South CarolinaSince 4 January 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 13 March 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 March 1995 |
| Series 7 | General Securities Representative Examination | 11 January 1995 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 2565061
- Firm
- Objectivity Squared · CRD 311052
- Role
- Managing Member
- Office
- 701 EAST BAY STREET, SUITE 403, Charleston, SC 29403
- Registration
- Investment adviser registration
- In the industry since
- January 1995
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- objectivitysquared.com
Where does Alexander Opoulos work?
Alexander Opoulos has been Managing Member of Objectivity Squared, LLC since October 2020, and is a control person of the firm.
Is Alexander Opoulos a financial advisor?
Yes. Alexander Opoulos has a current investment-adviser registration in South Carolina, through Objectivity Squared since January 2021.
How many years of experience does Alexander Opoulos have?
Alexander Opoulos has 31 years in the financial industry, since January 1995, across 3 adviser firms.
What exams has Alexander Opoulos passed?
Alexander Opoulos has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in January 1995. FINRA credited Alexander Opoulos with the SIE, which began in October 2018.
Where did Alexander Opoulos work before Objectivity Squared?
Before Objectivity Squared, Alexander Opoulos was registered through Raymond James & Associates, Inc., November 2009 to December 2020; Merrill Lynch, Pierce, Fenner & Smith Incorporated, March 1995 to November 2009.
Where is Alexander Opoulos based?
Alexander Opoulos’ registered office is in Charleston, SC.
Is Alexander Opoulos registered with FINRA?
No. Alexander Opoulos has no current broker registration.
How can I verify Alexander Opoulos’ record?
Search CRD 2565061 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alexander Opoulos’ full registration record.