Mehereen Hossain

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

• 08/2021 → 11/2021
  Unemployed
  North Bethesda, MD
• 11/2022 → 04/2024
  Bank Of America
  Potomac, MD
• 05/2017 → 08/2017
  Unemployed
  Dhaka
• 11/2021 → 05/2022
  Liveops Independent Contractor; Client: Victoria'S Secret
  Scottsdale, AZ
• 03/2020 → 06/2021
  Unemployed
  North Bethesda, MD
• 05/2019 → 08/2019
  Unemployed
  Lutherville-Timonium, MD
• 05/2021 → 11/2022
  Unemployed
  North Bethesda, MD
• 08/2019 → 03/2020
  Crescent Printing
  Bethesda, MD
• 09/2012 → 05/2017
  North South University
  Dhaka
• 05/2024 → Present
  Fidelity Investments
  Rockville, MD
• 08/2017 → 05/2019
  Morgan State University
  Baltimore, MD
• 06/2021 → 08/2021
  The Pao App
  Boulder, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-10-31 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  North Bethesda, MD
  Rockville, MD

Exams

• S66 Uniform Combined State Law Examination
  2024-10-17