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Ahmad Mehaidly

Strategic Advisers LLC

Pasadena, CA

Pasadena, CA

La Crescenta-Montrose, 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

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

123-127 South Lake Ave., Pasadena, CA 91101-2604 • United States

La Crescenta-Montrose, 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
Jp Morgan Securities Llc Pasadena CA 07/2014 09/2021
Jp Morgan Chase Bank, N.A. Pasadena CA 03/2016 09/2021
Citi Los Angeles CA 10/2021 04/2022
Fidelity Investments Pasadena CA 05/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2014 → 09/2021
    Jp Morgan Securities Llc
    Pasadena, CA
  • 03/2016 → 09/2021
    Jp Morgan Chase Bank, N.A.
    Pasadena, CA
  • 10/2021 → 04/2022
    Citi
    Los Angeles, CA
  • 05/2022 → Present
    Fidelity Investments
    Pasadena, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-06-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Pasadena, CA
  • 2021-11-30 → 2022-05-09
    Citigroup Global Markets Inc.
    Los Angeles, CA
    Pasadena, CA
    Pasadena, CA
  • 2018-12-12 → 2021-10-10
    J.P. Morgan Securities Llc
    Pasadena, CA
    Pasadena, CA
    La Canada, CA
    Pasadena, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-12-05
S63 Uniform Securities Agent State Law Examination 2014-09-08
  • S66 Uniform Combined State Law Examination
    2018-12-05
  • S63 Uniform Securities Agent State Law Examination
    2014-09-08

View on SEC IAPD

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Other Offices

CMR CAPITAL MANAGEMENT, LLC · PASADENA, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PASADENA, CA
STRATEGY ASSET MANAGERS L.L.C. · PASADENA, CA
MML INVESTORS SERVICES, LLC · Pasadena, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PASADENA, CA
NASDAQ DORSEY WRIGHT · Pasadena, CA
U.S. BANCORP ADVISORS, LLC · Pasadena, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Pasadena, CA

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