Maha Riaz

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

• 06/2017 → 09/2017
  Etax Accountants
  Brisbane
• 01/2024 → 05/2025
  Unemployed
  Fremont, CA
• 04/2017 → 06/2017
  Pro Bono Work
  Brisbane
• 02/2014 → 12/2016
  Griffith Univeristy
  Brisbane
• 12/2016 → 04/2017
  Unemployed
  Brisbane
• 05/2025 → 01/2026
  Morgan Stanley
  San Mateo, CA
• 01/2026 → Present
  Fidelity Investments
  Mountain View, CA
• 05/2021 → 12/2023
  Silicon Valley Bank
  San Francisco, CA
• 09/2017 → 04/2018
  Pro Bono Work
  Brisbane
• 02/2020 → 05/2021
  Unemployed
  Fremont, CA
• 04/2018 → 02/2020
  Am Associates Pvt Ltd
  Lahore

Previous Registrations

• 2025-10-29 → 2026-01-09
  Morgan Stanley
  San Mateo, CA

Exams

• S66 Uniform Combined State Law Examination
  2025-10-29