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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Lutz, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 02/2020 02/2022
Florida Executive Brokers Tampa FL 05/2012 02/2022
Stop N Shop Food Stores Tampa FL 06/1995 01/2019
Bank Of America N.A. Tampa FL 06/2020 02/2022
Fidelity Investments Covington KY 02/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2020 → 02/2022
    Tampa, FL
  • 05/2012 → 02/2022
    Florida Executive Brokers
    Tampa, FL
  • 06/1995 → 01/2019
    Stop N Shop Food Stores
    Tampa, FL
  • 06/2020 → 02/2022
    Bank Of America N.A.
    Tampa, FL
  • 02/2022 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-89631|OrgNmn:Florida Executive Brokers LLC|Org Addr:Tampa,Florida,US|OBA Nature:I am a licensed real estate br|Invst Rel:Y|Title:Real Estate Broker|Duties:I pay the taxes, collect rent, sell, and buy, when I think a property is a good value for myself and my family|StrtDt:05-30-12|TotHrs/mon:5|TrdHrs/mon:0|OBA-105606|OrgNmn:Regal Hospitality Mystery Shopper|Org Addr:Tampa,Florida,US|OBA Nature:Mystery shopping |Invst Rel:N|Title:Mystery shopper|Duties:Do mystery shops at restaurants, hotels, and stores to help owners evaluate their employees|StrtDt:|TotHrs/mon:25|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-22
  • S66 Uniform Combined State Law Examination
    2021-06-22
Other Names
  • Asem Hasan
  • Asem Husein Hasan

View on SEC IAPD

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