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Haris Mutapcic

Strategic Advisers LLC

Reston, VA

Fairfax, VA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

11957 Democracy Drive, Reston, VA 20190-5662 • United States

Fairfax, VA • 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 Washington DC 05/2018 11/2018
Fidelity Brokerage Services Llc Reston VA 11/2018 Present
Fidelity Investments Monterey CA 02/2016 05/2018
Fidelity Investments Boston MA 03/2025 Present
  • 05/2018 → 11/2018
    Td Ameritrade
    Washington, DC
  • 11/2018 → Present
    Fidelity Brokerage Services Llc
    Reston, VA
  • 02/2016 → 05/2018
    Fidelity Investments
    Monterey, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-12-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Reston, VA
  • 2018-06-26 → 2018-11-06
    Td Ameritrade, Inc.
    Washington, DC
  • 2018-06-26 → 2018-11-06
    Td Ameritrade Investment Management, Llc
    Washington, DC
  • 2014-06-11 → 2018-06-04
    Strategic Advisers Llc
    Monterey, CA
  • 2012-06-22 → 2013-02-04
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Monterey, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-06-21
  • S66 Uniform Combined State Law Examination
    2012-06-21
Designations
Other Names
  • Haris Mutapcic

View on SEC IAPD

Other Firms

MASON INVESTMENT ADVISORY SERVICES INC
STAPLE INVESTMENTS LLC
CETERA INVESTMENT ADVISERS LLC
CERITY PARTNERS LLC
AUTUMN WIND ASSET MANAGEMENT INC
HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
F L PUTNAM INVESTMENT MANAGEMENT CO.
WEALTHSPIRE ADVISORS

Other Investors

BRIAN MICHAEL KELLEY
SARAH E BAKER
Shayna Amalie Lebowitz
ALLISON LORI Berlenbach Gormier
WILLIAM JESSE DWENGER
MATTHEW JON KRAUSE
BLAINE WILLIAM HOMAN
DEREK LESNAK

Other Offices

MASON INVESTMENT ADVISORY SERVICES INC · RESTON, VA
STAPLE INVESTMENTS LLC · RESTON, VA
CETERA INVESTMENT ADVISERS LLC · RESTON, VA
CERITY PARTNERS LLC · RESTON, VA
AUTUMN WIND ASSET MANAGEMENT INC · RESTON, VA
HOULIHAN FINANCIAL RESOURCE GROUP, LTD. · RESTON, VA
F L PUTNAM INVESTMENT MANAGEMENT CO. · RESTON, VA
WEALTHSPIRE ADVISORS · Reston, VA

More in Reston, VA

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