Mark Darius Khorram

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

• 05/2024 → 08/2024
  Hines: Global Real Estate Investment Manager
  Manhattan, NY
• 04/2020 → 04/2022
  Elite Dental Studios
  Yorktown Heights, NY
• 06/2025 → Present
  Fidelity Investments
  Smithfield, RI
• 04/2015 → 07/2017
  Somers School District
  Somers, NY
• 04/2022 → 08/2022
  Uncle Giuseppe'S Marketplace
  Yorktown Heights, NY
• 07/2017 → 03/2018
  Yorktown Pharmacy
  Yorktown Heights, NY
• 09/2024 → 12/2024
  University Of Rhode Island
  Kingston, RI
• 05/2023 → 08/2023
  Uncle Giuseppe'S Marketplace
  Yorktown Heights, NY
• 01/2023 → 05/2023
  Ucran & Company, Llc
  Smithfield, RI
• 12/2024 → 03/2025
  Yawgoo Valley Ski Area And Water Park
  Exeter, RI
• 09/2023 → 05/2024
  University Of Rhode Island
  Kingston, RI
• 04/2018 → 04/2020
  Somers High School
  Somers, NY
• 03/2025 → 06/2025
  University Of Rhode Island
  Kingston, RI
• 09/2022 → 01/2023
  University Of Rhode Island
  Kingston, RI

Exams

• S66 Uniform Combined State Law Examination
  2026-06-11
• S63 Uniform Securities Agent State Law Examination
  2025-09-12

Other Names

• Mark Khorram