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Tsolmontuya Saran

Strategic Advisers LLC

Columbia, MD

Pasadena, MD

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • MD RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

10101 Twin Rivers Rd, Columbia, MD 21044-2675 • United States

Pasadena, MD • 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
Td Ameritrade New York City NY 06/2016 06/2017
Td Ameritrade Miami FL 06/2017 01/2021
N/A Miami FL 01/2021 02/2022
Fidelity Investments Annapolis MD 03/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2016 → 06/2017
    Td Ameritrade
    New York City, NY
  • 06/2017 → 01/2021
    Td Ameritrade
    Miami, FL
  • 01/2021 → 02/2022
    N/A
    Miami, FL
  • 03/2022 → Present
    Fidelity Investments
    Annapolis, MD
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-05-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Annapolis, MD
  • 2015-06-02 → 2021-01-11
    Td Ameritrade, Inc.
    Towson, MD
    New York, NY
    Coral Gables, FL
  • 2015-06-02 → 2020-12-31
    Td Ameritrade Investment Management, Llc
    Lutherville, MD
    New York, NY
    Coral Gables, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-01
  • S66 Uniform Combined State Law Examination
    2015-06-01
Other Names
  • Uka Saran

View on SEC IAPD

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Other Investors

KEVIN MICHAEL LINK
CHRISTOPHER ANTHONY SCHIPSKE
CHRISTOPHER ANTHONY SADOWSKI
YA MENG
EMELIA ADUTWUMWAA SARBENG
ZHIYUAN ZHANG
Yan Zhang
NIANKE MA

Other Offices

CETERA INVESTMENT ADVISERS LLC · COLUMBIA, MD
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Columbia , MD
TRANSAMERICA FINANCIAL ADVISORS, LLC · COLUMBIA, MD
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Columbia, MD
WHITE OAK WEALTH MANAGEMENT · COLUMBIA, MD
MML INVESTORS SERVICES, LLC · Columbia, MD
WHITE OAK WEALTH MANAGEMENT · COLUMBIA, MD
WELLS FARGO CLEARING SERVICES, LLC · COLUMBIA, MD

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