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Yasir Manzoor

Strategic Advisers LLC

Cypress, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Cypress, TX • 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
Wells Fargo Advisors Llc Cypress TX 03/2016 11/2016
Wells Fargo Bank, Na Cypress TX 12/2013 04/2023
Wells Fargo Clearing Services, Llc Cypress TX 11/2016 04/2023
Fidelity Investments Cypress TX 04/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2016 → 11/2016
    Wells Fargo Advisors Llc
    Cypress, TX
  • 12/2013 → 04/2023
    Wells Fargo Bank, Na
    Cypress, TX
  • 11/2016 → 04/2023
    Wells Fargo Clearing Services, Llc
    Cypress, TX
  • 04/2023 → Present
    Fidelity Investments
    Cypress, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-05-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Cypress, TX
  • 2019-05-07 → 2023-04-22
    Wells Fargo Clearing Services, Llc
    Cypress, TX
    Houston, TX
    Houston, TX
    Houston, TX
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-05
S63 Uniform Securities Agent State Law Examination 2016-09-14
  • S66 Uniform Combined State Law Examination
    2019-05-05
  • S63 Uniform Securities Agent State Law Examination
    2016-09-14

View on SEC IAPD

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