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Raphael Safdie

Strategic Advisers LLC

Washington, DC

Washington, DC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-09
DC RA APPROVED 2025-03-31
MD RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-02-09
  • DC RA
    APPROVED
    Since 2025-03-31
  • MD RA
    APPROVED
    Since 2025-03-31

Branch Locations

1900 K St Nw Stes 110 & 1175, Washington, DC 20006-1110 • United States

Washington, DC • 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
Green Key Resources Rockville MD 04/2023 12/2023
B'nAi Israel Rockville MD 06/2022 08/2022
The Mwe Partnership Millersville MD 01/2021 05/2021
Aeropostale Bethesda MD 06/2019 08/2019
Fidelity Investments Washington DC 12/2023 Present
University Of Maryland College Park MD 08/2018 12/2022
Winston Churchill High School Potomac MD 08/2014 07/2018
Unemployed Potomac MD 01/2023 03/2023
Fidelity Investments Boston MA 03/2025 Present
  • 04/2023 → 12/2023
    Green Key Resources
    Rockville, MD
  • 06/2022 → 08/2022
    B'nAi Israel
    Rockville, MD
  • 01/2021 → 05/2021
    The Mwe Partnership
    Millersville, MD
  • 06/2019 → 08/2019
    Aeropostale
    Bethesda, MD
  • 12/2023 → Present
    Fidelity Investments
    Washington, DC
  • 08/2018 → 12/2022
    University Of Maryland
    College Park, MD
  • 08/2014 → 07/2018
    Winston Churchill High School
    Potomac, MD
  • 01/2023 → 03/2023
    Unemployed
    Potomac, MD
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Washington, DC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-15
  • S66 Uniform Combined State Law Examination
    2024-04-15
Other Names
  • Rafi Safdie
  • Raphael David Safdie

View on SEC IAPD

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Other Offices

BRYSPEN, INCORPORATED · WASHINGTON, DC
3WIRE INVESTMENT · WASHINGTON, DC
LPL FINANCIAL LLC · WASHINGTON, DC
ORIDIAN CAPITAL MANAGEMENT, L.P. · WASHINGTON, DC
C5 CAPITAL USA LLC · WASHINGTON, DC
AEB CAPITAL · WASHINGTON, DC
DOMINION FINANCIAL CONSULTANTS, LLC · WASHINGTON, DC
A.G.P. / ALLIANCE GLOBAL PARTNERS · Washington, DC

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