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Rohaib Shaheen Hamid

Strategic Advisers LLC

Sunnyvale, CA

Menifee, 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
TX RA APPROVED_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

398 W. El Camino Real Suite 102, Sunnyvale, CA 94087-1398 • United States

Menifee, CA • 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
Morgan Stanley Temple Terrace FL 08/2013 04/2019
Morgan Stanley Private Bank, National Association New York NY 01/2015 04/2019
Fidelity Brokerage Services Llc Sunnyvale CA 05/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2013 → 04/2019
    Morgan Stanley
    Temple Terrace, FL
  • 01/2015 → 04/2019
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 05/2019 → Present
    Fidelity Brokerage Services Llc
    Sunnyvale, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-06-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Sunnyvale, CA
  • 2013-09-30 → 2019-05-06
    Morgan Stanley
    South Jordan, UT
    Tampa, FL
Other Businesses

OBA-63249|OrgNmn:Realtor|Org Addr:Salt Lake,Utah,US|OBA Nature:Utah Real Estate Agent purchas|Invst Rel:Y|Title:Agent|Duties:None|StrtDt:10-03-21|TotHrs/mon:12|TrdHrs/mon:1|OBA-68663|OrgNmn:Realtor |Org Addr:Sunnyvale ,California,US|OBA Nature:California Real Estate Agent p|Invst Rel:Y|Title:Sole Proprietor|Duties:N/A|StrtDt:05-16-22|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-09-27
S63 Uniform Securities Agent State Law Examination 2012-01-10
  • S65 Uniform Investment Adviser Law Examination
    2013-09-27
  • S63 Uniform Securities Agent State Law Examination
    2012-01-10
Other Names
  • Rohaib Shaheen Hamid
  • Rohaib S Hamid

View on SEC IAPD

Other Firms

CHARLES SCHWAB & CO., INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
EDWARD JONES
SV TECH VENTURES, INC.
U.S. BANCORP ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
LONDON HOUSE CAPITAL

Other Investors

Melissa M Drago
MARTIN LOPEZ
RYAN MICHAEL BROWN
ABHISHEK GUPTA
Xiaosheng Mei
Anastasia J Schmidt
BENJAMIN JAY LUNDQUIST
ALEXANDER KILIAN ECKERT

Other Offices

CHARLES SCHWAB & CO., INC. · Sunnyvale, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Sunnyvale, CA
LPL FINANCIAL LLC · SUNNYVALE, CA
EDWARD JONES · SUNNYVALE, CA
SV TECH VENTURES, INC. · SUNNYVALE, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Sunnyvale, CA
U.S. BANCORP ADVISORS, LLC · Sunnyvale, CA
J.P. MORGAN SECURITIES LLC · SUNNYVALE, CA

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