Samir A. Rahman

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

Current Registrations

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

Branch Locations

San Francisco, CA • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Student	Boca Raton	FL	10/2016	04/2017
Oppenheimer & Co. Inc.	Boca Raton	FL	05/2017	07/2017
Unemployed	Clearwater	FL	10/2017	03/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Fort Lauderdale	FL	08/2019	09/2021
Seven Points Capital Llc	Fort Lauderdale	FL	09/2017	04/2019
Brighton Jones Llc	San Francisco	CA	09/2021	10/2022
Cresset Asset Management, Llc	San Francisco	CA	11/2022	07/2023
Unemployed	Fort Lauderdale	FL	04/2019	08/2019
Fidelity Investments	San Francisco	CA	07/2023	Present
Fidelity Investments	Boston	MA	03/2025	Present

10/2016 → 04/2017

Student

Boca Raton, FL
05/2017 → 07/2017

Oppenheimer & Co. Inc.

Boca Raton, FL
10/2017 → 03/2018

Unemployed

Clearwater, FL
08/2019 → 09/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Fort Lauderdale, FL
09/2017 → 04/2019

Seven Points Capital Llc

Fort Lauderdale, FL
09/2021 → 10/2022

Brighton Jones Llc

San Francisco, CA
11/2022 → 07/2023

Cresset Asset Management, Llc

San Francisco, CA
04/2019 → 08/2019

Unemployed

Fort Lauderdale, FL
07/2023 → Present

Fidelity Investments

San Francisco, CA
03/2025 → Present

Fidelity Investments

Boston, MA

2023-08-28 → 2025-03-31

Fidelity Personal And Workplace Advisors

San Francisco, CA
2022-12-06 → 2023-06-30

Cresset Asset Management, Llc

San Francisco, CA

Chicago, IL
2021-10-19 → 2022-11-21

Brighton Jones Llc

San Francisco, CA

Seattle, WA
2019-11-12 → 2021-09-15

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY

Fort Lauderdale, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-11-08

Other Firms