Tarick Ibrahim Odeh

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

• 01/2010 → Present
  Adoria Beauty Center Inc.
  Greenville, NC
• 06/2016 → 02/2017
  Mutual Of Omaha Insurance Company
  Raleigh, NC
• 09/2016 → 02/2017
  Mutual Of Omaha Investor Services
  Raleigh, NC
• 02/2017 → 04/2019
  Wells Fargo Bank Na
  Waynesville, NC
• 02/2017 → 08/2017
  Wells Fargo Clearing Services, Llc.
  Waynesville, NC
• 04/2021 → 11/2021
  Ameriprise Financial Services
  Las Vegas, NV
• 11/2021 → Present
  Fidelity Investments
  Durham, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-12-15 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC
• 2021-04-16 → 2021-05-17
  Ameriprise Financial Services, Llc
  Las Vegas, NV
• 2017-04-11 → 2019-04-23
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
  Waynesville, NC
  Greenville, NC
  Greenville, NC
  Wilmington, NC

Exams

• S66 Uniform Combined State Law Examination
  2016-12-06

Other Names

• Tarick Ibrahim Mnawer Odeh
• Tarick Ibrahim Odeh
• Tarick Odeh
• Rick Ibrahim Odeh