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Khadija Ouldsahraouia

Strategic Advisers LLC

Lynn, MA

Merrimack, NH

CRD 8004453

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-02-11
NH RA APPROVED 2026-02-04
TX RA APPROVED 2026-02-04
  • MA RA
    APPROVED
    Since 2026-02-11
  • NH RA
    APPROVED
    Since 2026-02-04
  • TX RA
    APPROVED
    Since 2026-02-04

Branch Locations

Lynn, MA • United States

Two Contra Way, Merrimack, NH 03054-4334 • 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
Dunkin' Donuts Boston MA 12/2018 03/2019
Amc Management- Dunkin' Lynn MA 05/2015 12/2018
Hms Host- Starbucks Boston MA 04/2019 11/2022
English High School Lynn MA 09/2013 06/2018
Nordstrom Peabody MA 12/2022 05/2023
Sephora Burlington MA 09/2024 10/2024
Fidelity Investments Merrimack NH 10/2024 Present
Unmployed Lynn MA 05/2024 09/2024
Putnam Investments Andover MA 12/2022 05/2024
  • 12/2018 → 03/2019
    Dunkin' Donuts
    Boston, MA
  • 05/2015 → 12/2018
    Amc Management- Dunkin'
    Lynn, MA
  • 04/2019 → 11/2022
    Hms Host- Starbucks
    Boston, MA
  • 09/2013 → 06/2018
    English High School
    Lynn, MA
  • 12/2022 → 05/2023
    Nordstrom
    Peabody, MA
  • 09/2024 → 10/2024
    Sephora
    Burlington, MA
  • 10/2024 → Present
    Fidelity Investments
    Merrimack, NH
  • 05/2024 → 09/2024
    Unmployed
    Lynn, MA
  • 12/2022 → 05/2024
    Putnam Investments
    Andover, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-02
S63 Uniform Securities Agent State Law Examination 2025-03-05
  • S66 Uniform Combined State Law Examination
    2026-02-02
  • S63 Uniform Securities Agent State Law Examination
    2025-03-05

View on SEC IAPD

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