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Tamim Safazada

Strategic Advisers LLC

San Antonio, FL

The Villages, FL

CRD 7260434

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

Branch Locations

San Antonio, FL • United States

1057 Lake Sumter Landing, The Villages, FL 32162-2698 • 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
Fidelity Brokerage Services Llc(7784) Jacksonville FL 05/2020 Present
Drivetime Jacksonville FL 08/2019 03/2020
Pc Liquidations Jacksonville FL 04/2019 06/2019
Comcast Jacksonville FL 02/2019 03/2019
Vivint Jacksonville FL 05/2018 08/2018
Verizon Orange Park FL 12/2010 04/2018
Florida State College Jacksonville Jacksonville FL 01/2011 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2020 → Present
    Fidelity Brokerage Services Llc(7784)
    Jacksonville, FL
  • 08/2019 → 03/2020
    Drivetime
    Jacksonville, FL
  • 04/2019 → 06/2019
    Pc Liquidations
    Jacksonville, FL
  • 02/2019 → 03/2019
    Comcast
    Jacksonville, FL
  • 05/2018 → 08/2018
    Vivint
    Jacksonville, FL
  • 12/2010 → 04/2018
    Verizon
    Orange Park, FL
  • 01/2011 → Present
    Florida State College Jacksonville
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-02-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-12
  • S66 Uniform Combined State Law Examination
    2021-01-12

View on SEC IAPD

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