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Mohammed M. Ajmeri

Strategic Advisers LLC

Crofton, MD

Alexandria, VA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-03-18
MD RA APPROVED 2025-03-31
VA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2026-03-18
  • MD RA
    APPROVED
    Since 2025-03-31
  • VA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Crofton, MD • United States

1725 Duke Street Suite Gr05, Alexandria, VA 22314-3457 • 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
Ajmeri Consulting Services Adelphi MD 08/2011 09/2016
Wells Fargo Bank, Na Arlington VA 01/2021 03/2024
Fidelity Investments Alexandria VA 03/2024 Present
Citibank, Na Potomac MD 10/2016 11/2020
Stay At Home Parent Adelphi MD 12/2020 12/2020
Wells Fargo Clearing Services, Llc Arlington VA 02/2021 03/2024
Fidelity Investments Boston MA 03/2025 Present
  • 08/2011 → 09/2016
    Ajmeri Consulting Services
    Adelphi, MD
  • 01/2021 → 03/2024
    Wells Fargo Bank, Na
    Arlington, VA
  • 03/2024 → Present
    Fidelity Investments
    Alexandria, VA
  • 10/2016 → 11/2020
    Citibank, Na
    Potomac, MD
  • 12/2020 → 12/2020
    Stay At Home Parent
    Adelphi, MD
  • 02/2021 → 03/2024
    Wells Fargo Clearing Services, Llc
    Arlington, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-04-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Alexandria, VA
  • 2021-02-19 → 2024-03-19
    Wells Fargo Clearing Services, Llc
    Mclean, VA
    Arlington, VA
    Arlington, VA
    Columbia, MD
  • 2020-09-30 → 2020-11-23
    Citigroup Global Markets Inc.
    Potomac, MD
    Bethesda, MD
    Washington, DC
    Washington, DC
    Washington, DC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-30
S63 Uniform Securities Agent State Law Examination 2018-02-05
  • S65 Uniform Investment Adviser Law Examination
    2020-09-30
  • S63 Uniform Securities Agent State Law Examination
    2018-02-05
Other Names
  • Mohammed M Ajmeri
  • Mohammed Musaid Ajmeri

View on SEC IAPD

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