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Adam Ahmad

Strategic Advisers LLC

San Francisco, CA

San Francisco, 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

San Francisco, CA • United States

8 Montgomery St, San Francisco, CA 94104-4625 • 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
Berkeley Hillel Berkeley CA 08/2022 05/2024
Citris And The Banatao Institute Berkeley CA 01/2024 03/2024
Student Berkeley CA 08/2023 01/2024
Fidelity Investments San Francisco CA 09/2024 Present
Chiptole San Diego CA 05/2018 08/2020
Unemployed Berkeley CA 06/2024 09/2024
University Of California Berkeley Berkeley CA 01/2021 03/2021
Student San Diego CA 05/2002 05/2018
Student Berkeley CA 03/2021 05/2022
General Motors Llc Berkeley CA 06/2023 08/2023
Student Berkeley CA 08/2020 01/2021
Bumble Inc Berkeley CA 02/2024 06/2024
Cruuz Llc Berkeley CA 05/2022 05/2023
Fidelity Investments Boston MA 03/2025 Present
  • 08/2022 → 05/2024
    Berkeley Hillel
    Berkeley, CA
  • 01/2024 → 03/2024
    Citris And The Banatao Institute
    Berkeley, CA
  • 08/2023 → 01/2024
    Student
    Berkeley, CA
  • 09/2024 → Present
    Fidelity Investments
    San Francisco, CA
  • 05/2018 → 08/2020
    Chiptole
    San Diego, CA
  • 06/2024 → 09/2024
    Unemployed
    Berkeley, CA
  • 01/2021 → 03/2021
    University Of California Berkeley
    Berkeley, CA
  • 05/2002 → 05/2018
    Student
    San Diego, CA
  • 03/2021 → 05/2022
    Student
    Berkeley, CA
  • 06/2023 → 08/2023
    General Motors Llc
    Berkeley, CA
  • 08/2020 → 01/2021
    Student
    Berkeley, CA
  • 02/2024 → 06/2024
    Bumble Inc
    Berkeley, CA
  • 05/2022 → 05/2023
    Cruuz Llc
    Berkeley, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-03-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    San Francisco, CA
    San Francisco, CA
Other Businesses

OBA-120418|OrgNmn:University of California, Berkeley|Org Addr:Berkeley,California,US|OBA Nature:The Idiographic Dynamics Lab a|Invst Rel:N|Title:research assistant volunteer|Duties:Conduct intake for research participants|StrtDt:07-01-25|TotHrs/mon:6|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-27
  • S66 Uniform Combined State Law Examination
    2025-02-27
Other Names
  • Adam Ahmad
  • Adam J Ahmad

View on SEC IAPD

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