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Abhay R. Nair

Strategic Advisers LLC

Katy, TX

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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

Katy, TX • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Scottrade Media PA 07/2011 02/2018
Td Ameritrade, Inc. Tulsa OK 02/2018 10/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 09/2019 07/2022
Unemployed Baltimore MD 10/2018 09/2019
Bank Of America N.A. Pennington NJ 11/2019 07/2022
Fidelity Investments Westlake TX 07/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2011 → 02/2018
    Scottrade
    Media, PA
  • 02/2018 → 10/2018
    Td Ameritrade, Inc.
    Tulsa, OK
  • 09/2019 → 07/2022
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Pennington, NJ
  • 10/2018 → 09/2019
    Unemployed
    Baltimore, MD
  • 11/2019 → 07/2022
    Bank Of America N.A.
    Pennington, NJ
  • 07/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
  • 2019-10-22 → 2022-07-14
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Pennington, NJ
  • 2018-03-14 → 2018-10-23
    Td Ameritrade, Inc.
    Tulsa, OK
    Towson, MD
    St. Louis, MO
    Kingsport, TN
  • 2018-03-14 → 2018-10-23
    Td Ameritrade Investment Management, Llc
    Towson, MD
  • 2017-06-17 → 2018-03-14
    Scottrade Investment Management
    Saint Louis, MO
Other Businesses

OBA-99501|OrgNmn:Azure Expanse Homes LLC|Org Addr:Houston,Texas,US|OBA Nature:Real Estate Wholesaling and Ai|Invst Rel:Y|Title:Sole Proprietor|Duties:Calls to home sellers and real estate investors. Rentals to airbnb users.|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-06-17
S63 Uniform Securities Agent State Law Examination 2011-12-05
  • S66 Uniform Combined State Law Examination
    2017-06-17
  • S63 Uniform Securities Agent State Law Examination
    2011-12-05
Other Names
  • Abhay Raveendran Nair
  • Abhay Nair

View on SEC IAPD

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