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Ryshiem Henderson

Strategic Advisers LLC

San Jose, CA

San Jose, CA

CRD 3224155

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-13
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2026-01-13
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

San Jose, CA • United States

4160 N First St, San Jose, CA 95134-1513 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Metlife Securities San Jose CA 06/2013 03/2017
Mml Investors Services, Llc San Jose CA 03/2017 09/2020
Unemployed San Jose CA 10/2020 03/2022
Cuso Financial Services, Lp San Diego CA 04/2022 11/2022
Lpl Financial Llc San Jose CA 12/2022 03/2024
Excite Credit Union San Jose CA 12/2021 03/2024
Fidelity Investments San Jose CA 04/2024 Present
Trustage Financial San Jose CA 12/2021 03/2024
Massachusetts Mutual Life Insurance Company Springfield MA 03/2017 09/2020
Fidelity Investments Boston MA 03/2025 Present
  • 06/2013 → 03/2017
    Metlife Securities
    San Jose, CA
  • 03/2017 → 09/2020
    San Jose, CA
  • 10/2020 → 03/2022
    Unemployed
    San Jose, CA
  • 04/2022 → 11/2022
    Cuso Financial Services, Lp
    San Diego, CA
  • 12/2022 → 03/2024
    San Jose, CA
  • 12/2021 → 03/2024
    Excite Credit Union
    San Jose, CA
  • 04/2024 → Present
    Fidelity Investments
    San Jose, CA
  • 12/2021 → 03/2024
    Trustage Financial
    San Jose, CA
  • 03/2017 → 09/2020
    Massachusetts Mutual Life Insurance Company
    Springfield, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-07-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    San Jose, CA
  • 2022-12-02 → 2024-04-17
    San Jose, CA
    San Diego, CA
    San Jose, CA
    Wilmington, NC
    San Jose, CA
    San Jose, CA
  • 2022-04-06 → 2022-12-02
    Cuso Financial Services, L.P.
    San Jose, CA
  • 2017-03-25 → 2020-09-29
    San Jose, CA
  • 2013-07-01 → 2017-03-25
    Msi Financial Services, Inc.
    San Jose, CA
  • 2009-04-08 → 2011-07-06
    San Jose, CA
  • 2003-09-17 → 2008-11-04
    Msi Financial Services, Inc.
    Campbell, CA
    Walnut Creek, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-10-25
  • S66 Uniform Combined State Law Examination
    1999-10-25
Other Names
  • Ryshiem Imahni Henderson
  • Ryshiem Henderson

View on SEC IAPD

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