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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

1356 Third Avenue, New York, NY 10075-0461 • United States

320 Park Avenue, New York, NY 10022-6815 • United States

New York, NY • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 08/2019 09/2021
Monmouth University Princeton NJ 09/2015 05/2019
Dunkin Donuts Princeton NJ 06/2019 07/2019
Express, Llc Eatontown NJ 09/2017 11/2017
Valley N Harrison Llc Princeton NJ 03/2019 05/2019
Monmouth University Longbranch NJ 08/2015 12/2017
Aey Global Inc. Cranford NJ 06/2018 07/2018
E*Trade Securities Llc Jersey City NJ 09/2021 05/2024
E*Trade Capital Management Llc Jersey City NJ 09/2021 05/2024
Morgan Stanley Jersey City NJ 03/2023 05/2024
Morgan Stanley Jersey City NJ 09/2023 05/2024
Morgan Stanley Jersey City NJ 09/2023 05/2024
Fidelity Investments New York NY 05/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2019 → 09/2021
    Pennington, NJ
  • 09/2015 → 05/2019
    Monmouth University
    Princeton, NJ
  • 06/2019 → 07/2019
    Dunkin Donuts
    Princeton, NJ
  • 09/2017 → 11/2017
    Express, Llc
    Eatontown, NJ
  • 03/2019 → 05/2019
    Valley N Harrison Llc
    Princeton, NJ
  • 08/2015 → 12/2017
    Monmouth University
    Longbranch, NJ
  • 06/2018 → 07/2018
    Aey Global Inc.
    Cranford, NJ
  • 09/2021 → 05/2024
    E*Trade Securities Llc
    Jersey City, NJ
  • 09/2021 → 05/2024
    E*Trade Capital Management Llc
    Jersey City, NJ
  • 03/2023 → 05/2024
    Jersey City, NJ
  • 09/2023 → 05/2024
    Jersey City, NJ
  • 09/2023 → 05/2024
    Jersey City, NJ
  • 05/2024 → Present
    Fidelity Investments
    New York, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-10
  • S66 Uniform Combined State Law Examination
    2020-07-10
Other Names
  • Omar Moustafa
  • Omar M Moustafa

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