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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_RES 2025-03-31
WA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Graham, WA • United States

22722 29Th Drive Se Suite 100, Bothell, WA 98021-4401 • United States

18825 33Rd Ave W Ste 200, Lynnwood, WA 98036-4747 • 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
Stay At Home Mom Marysville WA 02/2012 03/2017
Fidelity Brokerage Services Llc Lynnwood WA 03/2017 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2012 → 03/2017
    Stay At Home Mom
    Marysville, WA
  • 03/2017 → Present
    Fidelity Brokerage Services Llc
    Lynnwood, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-05-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Lynnwood, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-15
S63 Uniform Securities Agent State Law Examination 2017-10-18
  • S65 Uniform Investment Adviser Law Examination
    2021-04-15
  • S63 Uniform Securities Agent State Law Examination
    2017-10-18
Other Names
  • Naira Mirzoyeva
  • Naira Tofikovna Mirzoyeva

View on SEC IAPD

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