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Aya Metwally

Strategic Advisers LLC

Sharon, MA

Framingham, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Sharon, MA • United States

405 Cochituate Road, Framingham, MA 01701-4648 • 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
Citizens Bank Weymouth MA 08/2014 10/2018
Citizens Securities Norwell MA 07/2015 10/2018
Morgan Stanley Wellesley MA 10/2018 01/2021
Morgan Stanley Private Bank, N.A New York NY 09/2018 10/2018
Fidelity Investments Framingham MA 02/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2014 → 10/2018
    Citizens Bank
    Weymouth, MA
  • 07/2015 → 10/2018
    Citizens Securities
    Norwell, MA
  • 10/2018 → 01/2021
    Morgan Stanley
    Wellesley, MA
  • 09/2018 → 10/2018
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 02/2021 → Present
    Fidelity Investments
    Framingham, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-03-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Framingham, MA
  • 2018-10-25 → 2021-01-27
    Morgan Stanley
    Wellesley, MA
  • 2017-04-17 → 2018-10-04
    Citizens Securities, Inc.
    Norwell, MA
    Dedham, MA
    Medfield, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-04-17
S63 Uniform Securities Agent State Law Examination 2015-12-21
  • S65 Uniform Investment Adviser Law Examination
    2017-04-17
  • S63 Uniform Securities Agent State Law Examination
    2015-12-21
Other Names
  • Aya Mostafa Eldemerdash
  • Aya Mostafa Eldemerdash
  • Aya Mostafa Metwally
  • Aya Metwally
  • Aya M Metwally

View on SEC IAPD

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