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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
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Jacksonville, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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
University Of Maine At Orono Orono ME 08/2019 05/2021
University Of Maine At Machias Machias ME 08/2021 05/2022
Maine Maritime Academy Castine ME 08/2017 05/2019
University Of Maine Orono Orono ME 09/2019 12/2019
Maine Maritime Academy Castine ME 01/2019 05/2019
Earthbound Trading Co. St. Augustine FL 07/2018 08/2018
Norway Brewing Co. Norway ME 09/2016 08/2017
Bolsters Mills General Store Otisfield ME 10/2016 11/2016
Fidelity Investments Jacksonville FL 07/2022 Present
Oxford Hills Comprehensive High School South Paris ME 01/2014 06/2017
Fidelity Investments Boston MA 03/2025 Present
  • 08/2019 → 05/2021
    University Of Maine At Orono
    Orono, ME
  • 08/2021 → 05/2022
    University Of Maine At Machias
    Machias, ME
  • 08/2017 → 05/2019
    Maine Maritime Academy
    Castine, ME
  • 09/2019 → 12/2019
    University Of Maine Orono
    Orono, ME
  • 01/2019 → 05/2019
    Maine Maritime Academy
    Castine, ME
  • 07/2018 → 08/2018
    Earthbound Trading Co.
    St. Augustine, FL
  • 09/2016 → 08/2017
    Norway Brewing Co.
    Norway, ME
  • 10/2016 → 11/2016
    Bolsters Mills General Store
    Otisfield, ME
  • 07/2022 → Present
    Fidelity Investments
    Jacksonville, FL
  • 01/2014 → 06/2017
    Oxford Hills Comprehensive High School
    South Paris, ME
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-01-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-04
  • S66 Uniform Combined State Law Examination
    2023-01-04
Other Names
  • Fayd Rahim Karim
  • Fayd Karim

View on SEC IAPD

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