Primerica Advisors
44yrs
Top advisor by experience in Lakewood
11yrs
Berott Mathnov
Financial advisor at Strategic Advisers
Berott Mathnov is a fiduciary financial advisor in Lakewood, Colorado, with 11 years in the industry. After a year at Fidelity Personal and Workplace Advisors and three years at Advice and Planning Services, Berott joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Strategic Advisers reports being paid through a percentage of assets and flat fees.
One of 315 advisors with offices in Lakewood, and one of 296 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?More experience than 63% of advisors at Strategic Advisers
Office343 S Teller St, Lakewood, CO 80226
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.
Series 66Uniform Combined State Law Examination
Career
- Jul 2025 – nowStrategic Advisers LLCCurrent firm
- Jul 2024 – Mar 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2017 – 2020
- Nov 2015 – Jun 2017UBS Financial Services Inc.Previously
Contact Berott
(617) 563-7000Firm headquarters in Boston, MA. Ask for Berott. 343 S Teller StLakewood, CO 80226Office · Get directions
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Questions to ask Berott
Tailored to Berott’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 Berott
How do I contact Berott?
Call Strategic Advisers at (617) 563-7000 and ask for Berott Mathnov. Berott works from the Lakewood, CO office.
How long has Berott been a financial advisor?
Berott has been in the industry since 2015, about 11 years. More experience than 63% of advisors at Strategic Advisers.
What licenses does Berott hold?
Series 66. Tap any license on this page to see what it allows.
Is Berott a fiduciary?
Berott is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Berott paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Berott 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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