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Adam Y. Mizrahi

Strategic Advisers LLC

Glendale, CA

Burbank, CA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
NY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Glendale, CA • United States

2900 W. Alameda Ave Ste 150, Burbank, CA 91505-4241 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Salt Lake City UT 03/2021 Present
Goodwill Industries Of Greater New York And New Jersey Queens NY 02/2019 04/2020
Edna Mcconnell Clark Foundation New York City NY 02/2011 12/2018
Unemployed Los Angeles CA 04/2020 03/2021
Fidelity Investments Boston MA 03/2025 Present
  • 03/2021 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 02/2019 → 04/2020
    Goodwill Industries Of Greater New York And New Jersey
    Queens, NY
  • 02/2011 → 12/2018
    Edna Mcconnell Clark Foundation
    New York City, NY
  • 04/2020 → 03/2021
    Unemployed
    Los Angeles, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-08-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
    Woodland Hills, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-22
  • S66 Uniform Combined State Law Examination
    2021-07-22
Other Names
  • Adam Mizrahi

View on SEC IAPD

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