Massod Jamshidi

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

• 01/2016 → 08/2017
  E*Trade Securities Llc
  Atlanta, GA
• 07/2017 → 08/2017
  E*Trade Capital Management Llc
  Atlanta, GA
• 08/2017 → 06/2022
  E*Trade Securities Llc
  Atlanta, GA
• 08/2017 → 06/2022
  E*Trade Capital Management Llc
  Atlanta, GA
• 06/2022 → Present
  Fidelity Investments
  Alpharetta, GA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-09-06 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Alpharetta, GA
• 2017-09-05 → 2022-06-28
  Harrisdirect Llc
  Atlanta, GA
  Arlington, VA
  Atlanta, GA
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2017-08-28
• S63 Uniform Securities Agent State Law Examination
  2014-11-17