Amar N. Jhaveri

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2009 → 05/2020
  Tiaa
  New York, NY
• 10/2015 → 12/2016
  Teachers Personal Investors Services, Inc.
  New York, NY
• 01/2017 → 05/2020
  Nuveen Securities, Llc
  Chicago, IL
• 05/2023 → Present
  Fidelity Investments
  Lake Grove, NY
• 11/2020 → 04/2023
  Dune Real Estate Partners
  New York, NY
• 05/2020 → 11/2020
  Employment Gap
  Lake Grove, NY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-07-24 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Lake Grove, NY
• 2011-09-20 → 2015-11-04
  Tiaa-Cref Individual & Institutional Services, Llc
  New York, NY
  New York, NY

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-06-26
• S65 Uniform Investment Adviser Law Examination
  2011-09-19

Designations

• Chartered Financial Analyst

Other Names

• Amar Jhaveri
• Amar Nabayan Jhaveri
• Amar Narayan Jhaveri