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Ali A. Khalifa

Strategic Advisers LLC

Glen Allen, VA

Henrico, VA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-03-31
VA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • VA RA
    APPROVED
    Since 2025-03-31

Branch Locations

11114 West Broad St, Glen Allen, VA 23060-5813 • United States

Henrico, VA • 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
Wells Fargo Bank, Na Charlottesville VA 08/2016 03/2021
Wells Fargo Clearing Services, Llc Charlottesville VA 10/2019 03/2021
Fidelity Investments Glen Allen VA 02/2022 Present
State Farm Ruckersville VA 03/2021 06/2021
Second Street Inn Charlottesville VA 06/2021 09/2021
Unemployed Richmond VA 09/2021 02/2022
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 03/2021
    Wells Fargo Bank, Na
    Charlottesville, VA
  • 10/2019 → 03/2021
    Wells Fargo Clearing Services, Llc
    Charlottesville, VA
  • 02/2022 → Present
    Fidelity Investments
    Glen Allen, VA
  • 03/2021 → 06/2021
    State Farm
    Ruckersville, VA
  • 06/2021 → 09/2021
    Second Street Inn
    Charlottesville, VA
  • 09/2021 → 02/2022
    Unemployed
    Richmond, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-10-31 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Glen Allen, VA
  • 2020-03-16 → 2021-03-25
    Wells Fargo Clearing Services, Llc
    Charlottesville, VA
    Roanoke, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-03-13
S63 Uniform Securities Agent State Law Examination 2020-02-20
  • S65 Uniform Investment Adviser Law Examination
    2020-03-13
  • S63 Uniform Securities Agent State Law Examination
    2020-02-20
Other Names
  • Ali Khalifa
  • Ali Abbas Khalifa
  • Ali A Khalifa

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC · GLEN ALLEN, VA
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