Michael Ibrahim

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

• 11/2022 → 11/2023
  Charles Schwab & Co., Inc.
  Indianapolis, IN
• 03/2018 → 04/2018
  Clark Pacific
  West Sacramento, CA
• 04/2019 → 09/2019
  Clark Pacific
  West Sacramento, CA
• 09/2019 → 06/2021
  Unemployed
  Sacramento, CA
• 06/2021 → 08/2021
  Utaps Sacramento State University
  Sacramento, CA
• 08/2021 → 11/2022
  Unemployed
  Sacramento, CA
• 04/2018 → 04/2019
  Full Time Student
  Sacremento, CA
• 07/2016 → 03/2018
  Full Time Student
  Sacremento, CA
• 12/2023 → Present
  Fidelity Investments
  Sacramento, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-04-24 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  El Dorado Hills, CA

Exams

• S66 Uniform Combined State Law Examination
  2024-04-17
• S63 Uniform Securities Agent State Law Examination
  2023-03-07