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Omid Sajjadi

Strategic Advisers LLC

San Francisco, CA

Pasadena, CA

Palo Alto, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

San Francisco, CA • United States

155 N Lake Avenue, Pasadena, CA 91101-1848 • United States

251 University Avenue, Palo Alto, CA 94301-1714 • 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
Td Ameritrade Corte Madera CA 12/2015 02/2020
Fidelity Brokerage Services Llc Woodland Hills CA 03/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2015 → 02/2020
    Td Ameritrade
    Corte Madera, CA
  • 03/2020 → Present
    Fidelity Brokerage Services Llc
    Woodland Hills, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-03-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Woodland Hills, CA
  • 2016-01-05 → 2020-02-22
    Td Ameritrade, Inc.
    Corte Madera, CA
    Menlo Park, CA
    Campbell, CA
  • 2016-01-05 → 2020-02-22
    Td Ameritrade Investment Management, Llc
    Corte Madera, CA
    Campbell, CA
  • 2012-03-02 → 2014-10-16
    Td Ameritrade, Inc.
    Omaha, NE
    Fort Worth, TX
    Westlake, TX
  • 2012-03-02 → 2014-10-16
    Td Ameritrade Investment Management, Llc
    Fort Worth, TX
Other Businesses

OBA-114309|OrgNmn:omidsajjadi10|Org Addr:San Franci,California,US|OBA Nature:Fitness & Travel Influencing|Invst Rel:N|Title:Sole Proprietor|Duties:Taking photos/videos while at the gym or traveling|StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-03-01
S63 Uniform Securities Agent State Law Examination 2011-08-22
  • S66 Uniform Combined State Law Examination
    2012-03-01
  • S63 Uniform Securities Agent State Law Examination
    2011-08-22
Other Names
  • David Sajjadi
  • Omid Sajjadi

View on SEC IAPD

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