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Dhaval Hiren Shah

Strategic Advisers LLC

Tysons Corner, VA

Springfield, VA

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

Branch Locations

1861 International Dr Suite 100, Tysons Corner, VA 22102-4410 • United States

Springfield, VA • 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
Edelman Financial Services Fairfax VA 07/2016 01/2019
Td Ameritrade, Inc. Vienna VA 01/2019 09/2019
Td Ameritrade Reston VA 09/2019 01/2020
Fidelity Brokerage Services Llc Tysons Corner VA 01/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2016 → 01/2019
    Edelman Financial Services
    Fairfax, VA
  • 01/2019 → 09/2019
    Td Ameritrade, Inc.
    Vienna, VA
  • 09/2019 → 01/2020
    Td Ameritrade
    Reston, VA
  • 01/2020 → Present
    Fidelity Brokerage Services Llc
    Tysons Corner, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-02-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tysons Corner, VA
  • 2019-01-17 → 2020-01-31
    Td Ameritrade, Inc.
    Vienna, VA
    Reston, VA
  • 2019-01-22 → 2020-01-31
    Td Ameritrade Investment Management, Llc
    Vienna, VA
    Reston, VA
  • 2018-11-01 → 2019-01-17
    Edelman Financial Engines
    Sunnyvale, CA
  • 2016-01-05 → 2018-11-01
    Edelman Financial Services, Llc
    Fairfax, VA
    Tempe, AZ
    Tempe, AZ
  • 2010-10-20 → 2016-01-06
    T. Rowe Price Advisory Services, Inc.
    Owings Mills, MD
    Mclean, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-10-18
S63 Uniform Securities Agent State Law Examination 2009-11-30
  • S66 Uniform Combined State Law Examination
    2010-10-18
  • S63 Uniform Securities Agent State Law Examination
    2009-11-30
Other Names
  • Dhaval Shah
  • Dhaval Hiren Shah
  • Dhaval H Shah

View on SEC IAPD

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