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Ahamad Shaghassi

Strategic Advisers LLC

Berkeley, CA

Berkeley, CA

Walnut Creek, 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 2025-06-05
TX RA APPROVED 2025-06-05
  • CA RA
    APPROVED
    Since 2025-06-05
  • TX RA
    APPROVED
    Since 2025-06-05

Branch Locations

2120 University Ave, Berkeley, CA 94704-1026 • United States

1995 University Ave Ste 120, Berkeley, CA 94704-1049 • United States

Walnut Creek, 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
Self-Employed Dublin CA 07/2019 02/2020
Guardian Protection Security Pleasanton CA 11/2018 10/2020
Self-Employed Dublin CA 12/2019 01/2020
Unemployed Dublin CA 05/2016 10/2018
Teksystems, Inc Walnut Creek CA 09/2021 07/2024
Unemployed Dublin CA 11/2020 08/2021
Fidelity Investments Berkeley CA 08/2024 Present
  • 07/2019 → 02/2020
    Self-Employed
    Dublin, CA
  • 11/2018 → 10/2020
    Guardian Protection Security
    Pleasanton, CA
  • 12/2019 → 01/2020
    Self-Employed
    Dublin, CA
  • 05/2016 → 10/2018
    Unemployed
    Dublin, CA
  • 09/2021 → 07/2024
    Teksystems, Inc
    Walnut Creek, CA
  • 11/2020 → 08/2021
    Unemployed
    Dublin, CA
  • 08/2024 → Present
    Fidelity Investments
    Berkeley, CA
Other Businesses

OBA-115440|OrgNmn:ZS Bros Partners |Org Addr:walnut cre,California,US|OBA Nature:Subleasing |Invst Rel:Y|Title:sublessor, silent partner |Duties:Maintaining property and collecting rent|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-30
  • S66 Uniform Combined State Law Examination
    2025-05-30

View on SEC IAPD

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Samaya Patel
AMY STOEPLER THACHER
DARREN SCOTT TAGGART
Mark Lawrence Hortizuela Cortez
ASHLEY COONS
HAMED RASHIDPOUR

Other Offices

BLUME CAPITAL MANAGEMENT, INC. · BERKELEY, CA
FUTURE FRONTIER CAPITAL, LLC · BERKELEY, CA
VOLEON CAPITAL MANAGEMENT LP · BERKELEY, CA
CITIGROUP GLOBAL MARKETS INC. · Berkeley, CA
Z21 VENTURES MANAGEMENT COMPANY, LLC · BERKELEY, CA
LPL FINANCIAL LLC · BERKELEY, CA
CHARLES SCHWAB & CO., INC. · Berkeley, CA
STRATEGIC ADVISERS LLC · BERKELEY, CA

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