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Abraham Robert Shahrooz

Strategic Advisers LLC

Chestnut Hill, MA

Newton, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

220 Boylston St Suite C115, Chestnut Hill, MA 02467-2077 • United States

Newton, MA • 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
The Bulfinch Group Needham MA 01/2022 04/2022
Newton Area Flag Football League Newton MA 08/2018 08/2021
Fidelity Investments Chestnut Hill MA 05/2022 Present
Unemployed Newton MA 06/2008 07/2021
Unemployed Newton MA 08/2021 12/2021
Fidelity Investments Boston MA 03/2025 Present
  • 01/2022 → 04/2022
    The Bulfinch Group
    Needham, MA
  • 08/2018 → 08/2021
    Newton Area Flag Football League
    Newton, MA
  • 05/2022 → Present
    Fidelity Investments
    Chestnut Hill, MA
  • 06/2008 → 07/2021
    Unemployed
    Newton, MA
  • 08/2021 → 12/2021
    Unemployed
    Newton, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-09-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Chestnut Hill, MA
Other Businesses

OBA-132422|OrgNmn:Temple Sinai|Org Addr:Brookline,Massachuse,US|OBA Nature:"Temple Sinai honors individua|Invst Rel:N|Title:Employee|Duties:Teaching religious school classes |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-119857|OrgNmn:Meor Boston|Org Addr:Brighton,Massachuse,US|OBA Nature:Jewish organization catering t|Invst Rel:N|Title:Young Professional Board Member- |Duties:Young Professional Board Member- Tasked with helping organize religious events for the young professional division. |StrtDt:06-05-25|TotHrs/mon:8|TrdHrs/mon:0|OBA-126533|OrgNmn:New England Hebrew Academy|Org Addr:Brookline,Massachuse,US|OBA Nature:Jewish Day School|Invst Rel:N|Title:Coach|Duties:Help coach young children during weekly 1 hour basketball sessions|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-22
  • S66 Uniform Combined State Law Examination
    2022-08-22

View on SEC IAPD

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Other Investors

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TIFFANI L LEARY
ALEXANDER GURIN
RICARDO MONTEIRO
K WYATT WILMSHURST
John Doherty
JAMES THOMAS DUGAN
SAMUEL SMITH

Other Offices

CHARLES SCHWAB & CO., INC. · Chestnut Hill, MA
SCHWAB WEALTH ADVISORY, INC. · Chestnut Hill, MA
ESPLANADE CAPITAL LLC · CHESTNUT HILL, MA
CITIZENS SECURITIES, INC. · CHESTNUT HILL, MA
COMMONWEALTH FINANCIAL NETWORK · CHESTNUT HILL, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CHESTNUT HILL, MA
TRIBECA INVESTMENT INC. · CHESTNUT HILL, MA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Newton, MA

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