Syed Ali Shan

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

• 04/2020 → 03/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated (Inc)
  San Francisco, CA
• 01/2014 → 03/2020
  Fairmont Hotels And Resorts
  Pittsburgh, PA
• 02/2018 → 08/2018
  Marriott Internationals (The Lodge At Sonoma)
  Sonoma, CA
• 08/2020 → 09/2020
  Amazon
  San Francisco, CA
• 02/2022 → 03/2022
  Bank Of America, N.A.
  San Francisco, CA
• 08/2022 → 11/2024
  Wells Fargo Clearing Services, Llc
  San Francisco, CA
• 08/2022 → 11/2024
  Wells Fargo Bank, Na
  San Francisco, CA
• 04/2022 → 06/2022
  Unemployed
  San Francisco, CA
• 11/2024 → Present
  Fidelity Investments
  Burlingame, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-12-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Burlingame, CA
  San Fransisco, CA
• 2024-09-05 → 2024-11-29
  Wells Fargo Clearing Services, Llc
  San Francisco, CA
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2024-09-05
• S63 Uniform Securities Agent State Law Examination
  2022-11-03