Best Investors Account Sign in

Zubair Mohammed

Strategic Advisers LLC

Yonkers, NY

CRD 7247769

Claim This Profile
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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Yonkers, NY • 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
Hofstra University Uniondale NY 09/2018 05/2020
Gtbank Accra 06/2008 05/2019
Fidelity Investment Yonkers NY 05/2021 Present
David Lerner Associate Inc. White Plains NY 04/2020 05/2021
Fidelity Investments Boston MA 03/2025 Present
  • 09/2018 → 05/2020
    Hofstra University
    Uniondale, NY
  • 06/2008 → 05/2019
    Gtbank
    Accra
  • 05/2021 → Present
    Fidelity Investment
    Yonkers, NY
  • 04/2020 → 05/2021
    David Lerner Associate Inc.
    White Plains, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Yonkers, NY
Other Businesses

OBA-60225|OrgNmn:Uber Driver |Org Addr:Yonkers,New York,US|OBA Nature:Uber driver on weekends|Invst Rel:N|Title:Independent Contractor|Duties:Uber driver |StrtDt:06-21-21|TotHrs/mon:12|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-24
S63 Uniform Securities Agent State Law Examination 2020-09-23
  • S66 Uniform Combined State Law Examination
    2022-05-24
  • S63 Uniform Securities Agent State Law Examination
    2020-09-23

View on SEC IAPD

More in Yonkers, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor