Masoud Rahimi

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

CA RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Dublin, CA • United States

4500 A Tassajara Road, Dublin, CA 94568-4608 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	10/2016	03/2017
Fidelity Investments	Dublin	CA	09/2024	Present
Mission Paradise Inc	Hayward	CA	09/2008	10/2016
Charles Schwab Bank Ssb	Pleasanton	CA	07/2018	09/2024
Charles Schwab & Co., Inc.	Pleasanton	CA	07/2018	09/2024
Fidelity Brokerage Services Llc	Dublin	CA	04/2017	07/2018
Fidelity Investments	Boston	MA	03/2025	Present

10/2016 → 03/2017

Edward Jones

St Louis, MO
09/2024 → Present

Fidelity Investments

Dublin, CA
09/2008 → 10/2016

Mission Paradise Inc

Hayward, CA
07/2018 → 09/2024

Charles Schwab Bank Ssb

Pleasanton, CA
07/2018 → 09/2024

Charles Schwab & Co., Inc.

Pleasanton, CA
04/2017 → 07/2018

Fidelity Brokerage Services Llc

Dublin, CA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-10-30 → 2025-03-31

Fidelity Personal And Workplace Advisors

Dublin, CA
2018-07-24 → 2024-10-11

Charles Schwab & Co., Inc.

Pleasanton, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-12-17

S66 Uniform Combined State Law Examination

2016-12-17

View on SEC IAPD

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