Antara Mohsin

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

• 08/2014 → 12/2022
  Unemployed
  Houston, TX
• 05/2022 → 12/2023
  Stephen Stagner Sales Excellence Institute
  Houston, TX
• 08/2020 → 05/2021
  Peak Campus
  Houston, TX
• 01/2019 → 08/2019
  Loft
  Cypress, TX
• 08/2024 → Present
  Fidelity Investments
  Dallas, TX
• 01/2023 → 07/2024
  Gartner
  Dallas, TX
• 08/2021 → 01/2022
  Program For Excellence In Selling
  Houston, TX
• 06/2019 → 06/2020
  Adidas
  Cypress, TX
• 06/2021 → 08/2021
  Stewart Title
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2025-03-13