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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
CA RA APPROVED 2026-04-15
  • CA RA
    APPROVED
    Since 2026-04-15

Branch Locations

Porter Ranch, CA • United States

6363 Topanga Canyon Blvd, Woodland Hills, CA 91367-2215 • 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
Los Angeles Pierce College Los Angeles CA 08/2020 05/2021
Daum Commercial Real Estate Services Costa Mesa CA 06/2023 08/2023
Fidelity Investments Woodland Hills CA 01/2026 Present
Cvs Porter Ranch CA 05/2021 08/2021
Granada Hills Charter High School Granada Hills CA 01/2020 03/2020
Granada Hills Charter High School Granada Hills CA 03/2020 06/2020
Kumon Math And Reading Center Of Porter Ranch Porter Ranch CA 09/2019 03/2020
Unemployed Los Angeles CA 06/2020 07/2020
Unemployed Los Angeles CA 05/2025 01/2026
Pepperdine University Los Angeles CA 08/2021 05/2022
Granada Hills Charter High School Granada Hills CA 08/2016 09/2019
Vector Marketing Northridge CA 07/2020 08/2020
Pepperdine University Office Of The Registrar Malibu CA 05/2022 05/2025
  • 08/2020 → 05/2021
    Los Angeles Pierce College
    Los Angeles, CA
  • 06/2023 → 08/2023
    Daum Commercial Real Estate Services
    Costa Mesa, CA
  • 01/2026 → Present
    Fidelity Investments
    Woodland Hills, CA
  • 05/2021 → 08/2021
    Cvs
    Porter Ranch, CA
  • 01/2020 → 03/2020
    Granada Hills Charter High School
    Granada Hills, CA
  • 03/2020 → 06/2020
    Granada Hills Charter High School
    Granada Hills, CA
  • 09/2019 → 03/2020
    Kumon Math And Reading Center Of Porter Ranch
    Porter Ranch, CA
  • 06/2020 → 07/2020
    Unemployed
    Los Angeles, CA
  • 05/2025 → 01/2026
    Unemployed
    Los Angeles, CA
  • 08/2021 → 05/2022
    Pepperdine University
    Los Angeles, CA
  • 08/2016 → 09/2019
    Granada Hills Charter High School
    Granada Hills, CA
  • 07/2020 → 08/2020
    Vector Marketing
    Northridge, CA
  • 05/2022 → 05/2025
    Pepperdine University Office Of The Registrar
    Malibu, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-08
  • S66 Uniform Combined State Law Examination
    2026-04-08
Other Names
  • Paul Mekjian
  • Paul Jacques Mekjian

View on SEC IAPD

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