Morgan Stanley
42yrs
Top advisor by experience in Cupertino
23yrs
Kostantina Bourdev
Financial advisor at Strategic Advisers
Based in Cupertino, California, Kostantina Bourdev is a fiduciary financial advisor with 23 years of industry experience. Kostantina has been with Strategic Advisers since 2025; before that, Kostantina spent three years at Fidelity Personal and Workplace Advisors and six years at Merrill Lynch, Pierce, Fenner & Smith. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 146 advisors with offices in Cupertino, and one of 137 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?Top 10% by experience at Strategic Advisers
OfficeCupertino, CA
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2021 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2016 – 2021
- 2013 – 2016Ameriprise Financial Services, LLCPreviously
- Oct 2012 – Sep 2013J.p. Morgan Securities LLCPreviously
- 2009 – 2012Chase Investment Services Corp.Previously
- May 2008 – May 2009Wamu Investments, Inc.Previously
Questions to ask Kostantina
Tailored to Kostantina’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Kostantina
How do I contact Kostantina?
Call Strategic Advisers at 617-563-7000 and ask for Kostantina Bourdev. Kostantina works from the Cupertino, CA office.
How long has Kostantina been a financial advisor?
Kostantina has been in the industry since 2003, about 23 years. Top 10% by experience at Strategic Advisers.
What licenses does Kostantina hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Kostantina a fiduciary?
Kostantina is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kostantina paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Kostantina for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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