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Don Stefan Mohan

Strategic Advisers LLC

Lauderdale Lakes, FL

Ft. Lauderdale, FL

CRD 7688116

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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
TX RA APPROVED 2026-04-13
FL RA APPROVED 2025-12-01
  • TX RA
    APPROVED
    Since 2026-04-13
  • FL RA
    APPROVED
    Since 2025-12-01

Branch Locations

Lauderdale Lakes, FL • United States

450 N Federal Hwy Suite 200 / 300, Ft. Lauderdale, FL 33301-1122 • 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
Unemployed Lauderdale Lakes FL 08/2019 09/2019
Unemployed Lauderdale Lakes FL 11/2024 03/2025
Bank Of America Tamarac FL 10/2019 12/2022
Fidelity Investments Ft. Lauderdale FL 03/2025 Present
Unemployed Lauderdale Lakes FL 07/2016 01/2017
J.P. Morgan Securities Llc Tamarac FL 01/2023 11/2024
American Express Sunrise FL 02/2017 07/2019
Jpmorgan Chase Bank, N.A. Tamarac FL 01/2023 11/2024
  • 08/2019 → 09/2019
    Unemployed
    Lauderdale Lakes, FL
  • 11/2024 → 03/2025
    Unemployed
    Lauderdale Lakes, FL
  • 10/2019 → 12/2022
    Bank Of America
    Tamarac, FL
  • 03/2025 → Present
    Fidelity Investments
    Ft. Lauderdale, FL
  • 07/2016 → 01/2017
    Unemployed
    Lauderdale Lakes, FL
  • 01/2023 → 11/2024
    J.P. Morgan Securities Llc
    Tamarac, FL
  • 02/2017 → 07/2019
    American Express
    Sunrise, FL
  • 01/2023 → 11/2024
    Jpmorgan Chase Bank, N.A.
    Tamarac, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-12
  • S66 Uniform Combined State Law Examination
    2025-11-12
Other Names
  • Don Mohan
  • Don Stefan Mohan

View on SEC IAPD

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