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Taahir Shaikh

Strategic Advisers LLC

Westlake, TX

Arlington, 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

One Destiny Way, Westlake, TX 76262-8103 • United States

Arlington, 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
Fidelity Brokerage Services, Llc Westlake TX 03/2020 Present
Dag Consulting Santiago De Queretaro 09/2019 02/2020
J.P. Morgan Chase Fort Worth TX 10/2016 07/2019
Fruitealicious Llc Fort Worth TX 06/2014 10/2016
Fidelity Investments Boston MA 03/2025 Present
  • 03/2020 → Present
    Fidelity Brokerage Services, Llc
    Westlake, TX
  • 09/2019 → 02/2020
    Dag Consulting
    Santiago De Queretaro
  • 10/2016 → 07/2019
    J.P. Morgan Chase
    Fort Worth, TX
  • 06/2014 → 10/2016
    Fruitealicious Llc
    Fort Worth, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-07-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-24
  • S66 Uniform Combined State Law Examination
    2020-07-24
Other Names
  • Taahir Shaikh
  • Taahir Iqbal Shaikh

View on SEC IAPD

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JACOB BRANDON KINNARD
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MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX
CHARLES SCHWAB & CO., INC. · Westlake, TX

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