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Najibullah Amiri

Strategic Advisers LLC

South Jordan, UT

Salt Lake City, UT

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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 2026-01-13
UT RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2026-01-13
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

South Jordan, UT • United States

49 North 400 West, Salt Lake City, UT 84101-1368 • 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 Alamo CA 08/2011 03/2023
Wells Fargo Advisors Llc Alamo CA 04/2014 11/2016
Wells Fargo Clearing Services, Llc Alamo CA 11/2016 03/2023
Fidelity Investments Salt Lake City UT 03/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2011 → 03/2023
    Wells Fargo Bank Na
    Alamo, CA
  • 04/2014 → 11/2016
    Wells Fargo Advisors Llc
    Alamo, CA
  • 11/2016 → 03/2023
    Wells Fargo Clearing Services, Llc
    Alamo, CA
  • 03/2023 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2020-12-04 → 2022-02-17
    Wells Fargo Clearing Services, Llc
    Alamo, CA
    Walnut Creek, CA
Other Businesses

OBA-97272|OrgNmn:BRR Enterprise |Org Addr:West Valle,Utah,US|OBA Nature:Rental Property |Invst Rel:Y|Title:passive partner|Duties:Passive partner |StrtDt:07-01-22|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-04
S63 Uniform Securities Agent State Law Examination 2014-06-13
  • S65 Uniform Investment Adviser Law Examination
    2020-12-04
  • S63 Uniform Securities Agent State Law Examination
    2014-06-13
Other Names
  • Najib Amiri

View on SEC IAPD

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