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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

111 South Westlake Blvd Suite #103, Thousand Oaks, CA 91362-3807 • United States

Thousand Oaks, CA • 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 Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gholam Mohammadzadeh, Md, Inc, Amc Thousand Oaks CA 08/2011 09/2021
Fidelity Investments Thousand Oaks CA 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2011 → 09/2021
    Gholam Mohammadzadeh, Md, Inc, Amc
    Thousand Oaks, CA
  • 09/2021 → Present
    Fidelity Investments
    Thousand Oaks, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-05-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Thousand Oaks, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-08
  • S66 Uniform Combined State Law Examination
    2022-03-08
Other Names
  • Ena Aileen Gillin

View on SEC IAPD

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