Mustafa Baghshi

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

• 11/2014 → 07/2017
  Country Capital Management Company
  Wood Village, OR
• 08/2017 → 05/2021
  U.S. Bank
  Clackamas, OR
• 08/2017 → 05/2021
  U.S. Bancorp Investments, Inc.
  Clackamas, OR
• 06/2021 → 10/2021
  J.P. Morgan Securities Llc
  Portland, OR
• 06/2021 → 10/2021
  Jp Morgan Chase Bank, N.A.
  Portland, OR
• 12/2014 → 07/2017
  Country Financial
  Gresham, OR
• 12/2021 → 03/2023
  U.S. Bancorp Investments, Inc.
  Gresham, OR
• 03/2023 → Present
  Fidelity Investments
  Greenwood Village, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-04-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Fairview, OR
• 2021-12-21 → 2023-03-22
  U.S. Bancorp Investments, Inc.
  Gresham, OR
  Saint Paul, MN
• 2021-06-10 → 2021-10-14
  J.P. Morgan Securities Llc
  Portland, OR
  Clackamas, OR
• 2021-03-22 → 2021-05-21
  U.S. Bancorp Investments, Inc.
  Gresham, OR
  Clackamas, OR

Exams

• S66 Uniform Combined State Law Examination
  2021-03-20
• S63 Uniform Securities Agent State Law Examination
  2014-10-15

Other Names

• Mustafa M Baghshi
• Mustafa Baghshi
• Mustafa Baghshi
• Mustafa Mohammad Baghshi