Ivana Musa

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

• 05/2012 → 08/2018
  Pension Solutions, Inc.
  Beachwood, OH
• 03/2013 → 08/2018
  Adviseme National Advisors
  Beachwood, OH
• 08/2014 → 08/2018
  Independent Financial Group Llc
  Cleveland, OH
• 08/2018 → 08/2021
  Principal Life Insurance Co
  Cleveland, OH
• 08/2018 → 08/2021
  Principal Securities Inc
  Cleveland, OH
• 08/2021 → 10/2021
  Unemployed
  Highland Hts, OH
• 10/2021 → 09/2022
  Equitable Advisors Llc
  New York, NY
• 09/2022 → Present
  Fidelity Investments
  Highland Heights, OH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-11-14 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, OH
  Highland Heights, OH
• 2021-10-14 → 2022-09-29
  Equitable Advisors, Llc
  Broadview Heights, OH
• 2018-08-23 → 2021-09-15
  Principal Securities, Inc.
  Cleveland, OH
• 2013-04-19 → 2018-08-10
  Adviseme National Advisors
  Cleveland, OH
• 2014-08-01 → 2018-08-06
  Independent Financial Group, Llc
  Cleveland, OH
• 2009-06-30 → 2012-06-05
  Strategic Advisers Llc
  Woodmere Village, OH
  Westlake, OH

Other Businesses

OBA-92391|OrgNmn:DAMS Auto LLC|Org Addr:Cleveland,Ohio,US|OBA Nature:Auto Dealership|Invst Rel:N|Title:Partner|Duties:Silent Partner, minimal involment in day to day business.|StrtDt:07-01-19|TotHrs/mon:2|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2009-06-29
• S63 Uniform Securities Agent State Law Examination
  2006-05-31

Other Names

• Ivana Gavran
• Ivana Mazar