Tejash H Shah

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

• 11/2017 → 08/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Marietta, GA
• 11/2017 → 08/2021
  Bank Of America, N.A.
  Marietta, GA
• 05/2016 → 11/2017
  Enterprise Rent A Car
  Woodstock, GA
• 12/2009 → 11/2016
  Choice Hotels
  Kennesaw, GA
• 08/2021 → Present
  Fidelity Investments
  Dunwoody, GA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-04-27 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Dunwoody, GA
• 2021-10-14 → 2022-04-25
  Fidelity Personal And Workplace Advisors
  Dunwoody, GA
• 2019-12-03 → 2021-08-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Marietta, GA
  Hiram, GA
  Marietta, GA
  Marietta, GA
  Marietta, GA
  Kennesaw, GA
  New York, NY
  Hiram, GA
  Kennesaw, GA

Exams

• S66 Uniform Combined State Law Examination
  2019-11-29

Other Names

• Tejashkumar H Shah
• Tj H Shah
• Tejash H Shah
• Tejash Shah