Best Investors Account Sign in

Ardavan Movassaghi

Strategic Advisers LLC

Mill Valley, CA

San Francisco, CA

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-12
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-08-12
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Mill Valley, CA • United States

8 Montgomery St, San Francisco, CA 94104-4625 • 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
Bank Of America South San Francisco CA 07/2016 04/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated Mill Valley CA 04/2018 02/2020
Stifel, Nicolaus & Co Inc San Rafael CA 02/2020 10/2023
Fidelity Investments San Francisco CA 12/2023 Present
Stifel, Nicolaus & Co Inc San Rafael CA 10/2023 12/2023
Fidelity Investments Boston MA 03/2025 Present
  • 07/2016 → 04/2018
    Bank Of America
    South San Francisco, CA
  • 04/2018 → 02/2020
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Mill Valley, CA
  • 02/2020 → 10/2023
    Stifel, Nicolaus & Co Inc
    San Rafael, CA
  • 12/2023 → Present
    Fidelity Investments
    San Francisco, CA
  • 10/2023 → 12/2023
    Stifel, Nicolaus & Co Inc
    San Rafael, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-27
  • S66 Uniform Combined State Law Examination
    2018-09-27

View on SEC IAPD

More in Mill Valley, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor