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Muhammad Ali Khan

Strategic Advisers LLC

Eastvale, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-12-18
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-12-18
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Eastvale, CA • 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
Wells Fargo Bank Na Norco CA 09/2011 03/2023
Wells Fargo Advisors Llc Norco CA 10/2013 11/2016
Wells Fargo Clearing Services, Llc Norco CA 11/2016 03/2023
Fidelity Investments Covington KY 03/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2011 → 03/2023
    Wells Fargo Bank Na
    Norco, CA
  • 10/2013 → 11/2016
    Wells Fargo Advisors Llc
    Norco, CA
  • 11/2016 → 03/2023
    Wells Fargo Clearing Services, Llc
    Norco, CA
  • 03/2023 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-02
S63 Uniform Securities Agent State Law Examination 2013-11-29
  • S65 Uniform Investment Adviser Law Examination
    2020-12-02
  • S63 Uniform Securities Agent State Law Examination
    2013-11-29
Other Names
  • Ali Khan

View on SEC IAPD

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