Imran Lakhany

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

• 02/2018 → 10/2019
  Edward Jones
  St Louis, MO
• 11/2016 → 02/2018
  Edoc Publish
  Tustin, CA
• 11/2015 → 10/2016
  A Plus Secuirty & Solar
  Tustin, CA
• 10/2016 → 11/2016
  Unemployed
  Anaheim, CA
• 10/2019 → 01/2022
  Unionbanc Investment Services, Llc
  Glendale, CA
• 01/2022 → Present
  Fidelity Investments
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-04-11 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Chino, CA
• 2019-11-01 → 2022-01-24
  U.S. Bancorp Advisors, Llc
  Glendale, CA
• 2018-08-08 → 2019-10-21
  Edward Jones
  Anaheim, CA
  St Louis, MO
  Anaheim, CA
  La Palma, CA

Exams

• S66 Uniform Combined State Law Examination
  2018-08-07