Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

San Jose, CA • United States

851 East Hamilton Ave Ste 100, Campbell, CA 95008-0600 • 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
Fidelity Investments Campbell CA 03/2023 Present
Excite Credit Union San Jose CA 05/2022 03/2023
Tesla Fremont CA 10/2021 05/2022
Nissan Of Gilroy Gilroy CA 12/2017 10/2021
M&A Market/ Plaza Minimart Orange Cove CA 01/2012 12/2017
Fidelity Investments Boston MA 03/2025 Present
  • 03/2023 → Present
    Fidelity Investments
    Campbell, CA
  • 05/2022 → 03/2023
    Excite Credit Union
    San Jose, CA
  • 10/2021 → 05/2022
    Tesla
    Fremont, CA
  • 12/2017 → 10/2021
    Nissan Of Gilroy
    Gilroy, CA
  • 01/2012 → 12/2017
    M&A Market/ Plaza Minimart
    Orange Cove, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Campbell, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-18
  • S66 Uniform Combined State Law Examination
    2023-08-18
Other Names
  • Ali Alomari
  • Ali Mahmoud Alomari

View on SEC IAPD

More in San Jose, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor