Shahreyar Ahmad Chauhan

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

• 05/2024 → 10/2024
  Tdecu
  Missouri City, TX
• 05/2024 → 10/2024
  Lpl Financial Llc
  Missouri City, TX
• 07/2015 → 05/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 07/2015 → 05/2024
  Bank Of America, N.A.
  Houston, TX
• 10/2024 → Present
  Fidelity Investments
  Sugar Land, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-02-04 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Sugar Land, TX
• 2024-06-05 → 2024-11-07
  Lpl Financial Llc
  Sugar Land, TX
  Missouri City, TX
• 2018-06-28 → 2024-05-29
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
  Houston, TX
  Houston, TX
  Houston, TX
  Cypress, TX
  Houston, TX
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2018-06-27

Other Names

• Shahreyar Chauhan