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Michael Armin Towhidi

Strategic Advisers LLC

North Bethesda, MD

CRD 7651898

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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
MD RA APPROVED 2026-02-02
TX RA APPROVED 2026-02-02
  • MD RA
    APPROVED
    Since 2026-02-02
  • TX RA
    APPROVED
    Since 2026-02-02

Branch Locations

North Bethesda, MD • 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
Towson University Towson MD 08/2019 05/2022
Fidelity Investments Annapolis MD 10/2025 Present
Unemployed North Potomac MD 09/2025 10/2025
Commonwealth Movers Gaithersburg MD 05/2019 08/2019
Unemployed North Potomac MD 04/2025 09/2025
Unemployed North Potomac MD 08/2015 05/2019
Capitol Develop Design Inc. Beltsville MD 12/2019 08/2020
Unemployed North Potomac MD 05/2022 05/2023
Quince Orchard High School North Potomac MD 01/2015 06/2017
Prudential Baltimore MD 05/2023 04/2025
  • 08/2019 → 05/2022
    Towson University
    Towson, MD
  • 10/2025 → Present
    Fidelity Investments
    Annapolis, MD
  • 09/2025 → 10/2025
    Unemployed
    North Potomac, MD
  • 05/2019 → 08/2019
    Commonwealth Movers
    Gaithersburg, MD
  • 04/2025 → 09/2025
    Unemployed
    North Potomac, MD
  • 08/2015 → 05/2019
    Unemployed
    North Potomac, MD
  • 12/2019 → 08/2020
    Capitol Develop Design Inc.
    Beltsville, MD
  • 05/2022 → 05/2023
    Unemployed
    North Potomac, MD
  • 01/2015 → 06/2017
    Quince Orchard High School
    North Potomac, MD
  • 05/2023 → 04/2025
    Prudential
    Baltimore, MD
Previous Registrations
Other Businesses

OBA-124166|OrgNmn:Michael Armin Towhidi|Org Addr:North Poto,Maryland,US|OBA Nature:Fitness Social Media|Invst Rel:N|Title:Owner|Duties:Create fitness and lifestyle content, workout plans, and hold fitness consulting calls|StrtDt:|TotHrs/mon:50|TrdHrs/mon:0|OBA-127325|OrgNmn:Ocean Wealth Solutions LLC|Org Addr:North Poto,Maryland,US|OBA Nature:No actual business conducted. |Invst Rel:N|Title:Sole Proprietor|Duties:No duties or obligations beyond renweal of LLC to maintain the name of the business. |StrtDt:|TotHrs/mon:0.01|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-30
  • S66 Uniform Combined State Law Examination
    2023-03-30
Other Names
  • Michael A Towhidi
  • Michael Towhidi

View on SEC IAPD

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