Hamasseh Pourhamzeh

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2019 → 08/2022
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 09/2015 → 07/2019
  Chili'S Grill & Bar
  Tucson, AZ
• 08/2015 → 05/2019
  University Of Arizona
  Tucson, AZ
• 03/2019 → 09/2022
  Self-Employed
  Redwood City, CA
• 07/2020 → 09/2022
  Self-Employed
  San Francisco, CA
• 05/2021 → 09/2022
  Qwick
  Carlsbad, CA
• 08/2021 → 09/2022
  Instawork
  Carlsbad, CA
• 09/2022 → Present
  Fidelity Investments
  Carlsbad, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-02-27 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Carlsbad, CA
• 2022-02-15 → 2022-08-29
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Other Businesses

OBA-92477|OrgNmn:Poshmark|Org Addr:Redwood Ci,California,US|OBA Nature:Poshmark is a social commerce |Invst Rel:N|Title:Clothing seller|Duties:Buying and selling secondhand clothing|StrtDt:03-01-17|TotHrs/mon:1|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2022-02-14
• S63 Uniform Securities Agent State Law Examination
  2019-11-04

Other Names

• Hammy Pourhamzeh