Kaleem S Ansari
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Kaleem S Ansari? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsSep 2021 to now
- WelthamJan 2021 to Aug 2021
- Emerson Equity LLCJan 2021 to Mar 2021
- UnemployedMar 2020 to Jan 2021
- Teachers On ReserveSep 2019 to Feb 2020
- Self EmployedApr 2019 to Sep 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2018 to Mar 2019
- MML Investors Services, LLCOct 2015 to Mar 2017
- Massachusetts Mutual Life Insurance CoAug 2015 to Mar 2017
- Luxury MortgageDec 2013 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2978775
- Firm CRD
- 104555