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Mahmoud Abdelrahman

Strategic Advisers LLC

Oakland Gardens, NY

CRD 7452934

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-05-19
TX RA APPROVED 2026-05-19
  • NY RA
    APPROVED
    Since 2026-05-19
  • TX RA
    APPROVED
    Since 2026-05-19

Branch Locations

Oakland Gardens, NY • 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
Fidelity Investments Albany NY 04/2026 Present
Unemployement Bayside NY 11/2024 10/2025
Bankers Conseco Life Insurance Rosedale NY 10/2021 05/2022
Fidelity Investments Roslyn NY 06/2022 01/2023
Prompt Innovations Inc Valley Stream NY 08/2021 09/2021
Fidelity Investments Roslyn NY 01/2023 02/2024
Queens College Cuny Queens NY 08/2018 05/2021
Prudential Financial Melville NY 10/2025 03/2026
Fidelity Investments Roslyn NY 02/2024 11/2024
Starbucks Little Neck NY 10/2013 01/2020
York Cuny College Jamaica NY 08/2013 05/2018
Evolve Excellence Inc Garden City NY 06/2021 08/2021
  • 04/2026 → Present
    Fidelity Investments
    Albany, NY
  • 11/2024 → 10/2025
    Unemployement
    Bayside, NY
  • 10/2021 → 05/2022
    Bankers Conseco Life Insurance
    Rosedale, NY
  • 06/2022 → 01/2023
    Fidelity Investments
    Roslyn, NY
  • 08/2021 → 09/2021
    Prompt Innovations Inc
    Valley Stream, NY
  • 01/2023 → 02/2024
    Fidelity Investments
    Roslyn, NY
  • 08/2018 → 05/2021
    Queens College Cuny
    Queens, NY
  • 10/2025 → 03/2026
    Prudential Financial
    Melville, NY
  • 02/2024 → 11/2024
    Fidelity Investments
    Roslyn, NY
  • 10/2013 → 01/2020
    Starbucks
    Little Neck, NY
  • 08/2013 → 05/2018
    York Cuny College
    Jamaica, NY
  • 06/2021 → 08/2021
    Evolve Excellence Inc
    Garden City, NY
Previous Registrations
  • 2025-10-13 → 2026-03-25
    Lpl Enterprise, Llc
    Melville, NY
  • 2023-03-22 → 2024-11-15
    Fidelity Personal And Workplace Advisors
    Roslyn, NY
Other Businesses

OBA-131194|OrgNmn:Amazon FBA|Org Addr:Oakland Ga,New York,US|OBA Nature:Amazon FBA E-Commerce - Sellin|Invst Rel:N|Title:Co-Manager|Duties:Managing an online store on the weekends|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-04
  • S66 Uniform Combined State Law Examination
    2022-11-04
Designations
  • Certified Financial Planner

View on SEC IAPD

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