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Salal Shaikh

Strategic Advisers LLC

Durham, NC

Raritan, NJ

CRD 7563749

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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
NJ RA APPROVED 2026-04-22
TX RA APPROVED_RES 2025-03-31
  • NJ RA
    APPROVED
    Since 2026-04-22
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

100 New Millennium Way, Durham, NC 27709-8204 • United States

Raritan, NJ • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Durham NC 05/2022 Present
Hr Directions Raleigh NC 02/2022 05/2022
Prime Now Llc Raleigh NC 09/2018 10/2020
East Carolina University Greenville NC 05/2018 05/2022
Middle And High School Karachi 05/2012 01/2018
Harristeeter Raleigh NC 03/2018 09/2018
Walmart Cary NC 02/2018 03/2018
Fidelity Investments Boston MA 03/2025 Present
  • 05/2022 → Present
    Fidelity Investments
    Durham, NC
  • 02/2022 → 05/2022
    Hr Directions
    Raleigh, NC
  • 09/2018 → 10/2020
    Prime Now Llc
    Raleigh, NC
  • 05/2018 → 05/2022
    East Carolina University
    Greenville, NC
  • 05/2012 → 01/2018
    Middle And High School
    Karachi
  • 03/2018 → 09/2018
    Harristeeter
    Raleigh, NC
  • 02/2018 → 03/2018
    Walmart
    Cary, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-01-31 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-23
  • S66 Uniform Combined State Law Examination
    2023-01-23
Other Names
  • Salal Mustafa Shaikh
  • Salal Shaikh

View on SEC IAPD

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