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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Plano, TX • United States

5905 Legacy Dr Suite A100, Plano, TX 75024-4118 • 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
Fidelity Investments Plano TX 04/2009 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2009 → Present
    Fidelity Investments
    Plano, TX
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Plano, TX
    Plano, TX
  • 2010-02-03 → 2018-07-13
    Plano, TX
    Plano, TX
  • 2008-03-04 → 2009-02-27
    Plano, TX
  • 2007-04-02 → 2007-11-09
    Morgan Stanley & Co. Llc
    Dallas, TX
  • 2005-11-03 → 2007-04-02
    Morgan Stanley Dw Inc.
    Dallas, TX
    Dallas, TX
Other Businesses

OBA-115942|OrgNmn:180 Front MFS LLC|Org Addr:Brooklyn,New York,US|OBA Nature:LLC that will hold a real esta|Invst Rel:Y|Title:Partner|Duties:No duties, passive investment income once it is rented|StrtDt:05-28-25|TotHrs/mon:1|TrdHrs/mon:0|OBA-1291|OrgNmn:Nirvana Designs|Org Addr:Plano,Texas,US|OBA Nature:Interior/fashion design|Invst Rel:N|Title:Sole Proprietor|Duties:Provide interior design consultations|StrtDt:12-01-02|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-11-02
  • S66 Uniform Combined State Law Examination
    2005-11-02
Other Names
  • Nirvana Seif
  • Nirvana Mounir Fahmy

View on SEC IAPD

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