Marina Iskandar

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

• 06/2013 → 08/2021
  Wells Fargo Bank, Na
  South Amboy, NJ
• 09/2016 → 11/2016
  Wells Fargo Advisors, Llc
  South Amboy, NJ
• 11/2016 → 03/2017
  Wells Fargo Clearing Services, Llc
  South Amboy, NJ
• 02/2018 → 08/2021
  Wells Fargo Clearing Services, Llc
  South Amboy, NJ
• 09/2021 → Present
  Fidelity Investments
  Howell, NJ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-10-19 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH
• 2021-07-19 → 2021-09-02
  Wells Fargo Clearing Services, Llc
  South Amboy, NJ
  Short Hills, NJ

Exams

• S66 Uniform Combined State Law Examination
  2021-07-17
• S63 Uniform Securities Agent State Law Examination
  2019-03-08

Other Names

• Marina Bekhit
• Marina Tharwat Bekhit
• Marina Tharwat Moussa Bekhit
• Marina Tharwat Iskandar
• Marina T Iskandar