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Hannah Lee Pourfakhrai

Strategic Advisers LLC

Santa Monica, CA

Los Angeles, CA

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

Branch Locations

1200 Wilshire Blvd, Santa Monica, CA 90403-5407 • United States

Los Angeles, CA • 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
Oncor Electric Delivery Southlake TX 06/2018 08/2018
Texas A&M University College Station TX 08/2015 05/2019
Fidelity Brokerage Services Llc Westlake TX 09/2019 Present
Unemployed Southlake TX 05/2019 09/2019
Fidelity Investments Boston MA 03/2025 Present
  • 06/2018 → 08/2018
    Oncor Electric Delivery
    Southlake, TX
  • 08/2015 → 05/2019
    Texas A&M University
    College Station, TX
  • 09/2019 → Present
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 05/2019 → 09/2019
    Unemployed
    Southlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-02-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-23
S63 Uniform Securities Agent State Law Examination 2019-12-09
  • S66 Uniform Combined State Law Examination
    2021-02-23
  • S63 Uniform Securities Agent State Law Examination
    2019-12-09
Other Names
  • Hannah Lee Pourfakhrai
  • Hannah Pourfakhrai

View on SEC IAPD

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