Amar N. Jhaveri
Investment adviser representative at Strategic Advisers LLC
17 yearsExperience
2 statesRegistered in
CFADesignation
$1.4TFirm assets
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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
17 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMay 2023 to now
- Dune Real Estate PartnersNov 2020 to Apr 2023
- Employment GapMay 2020 to Nov 2020
- Nuveen Securities, LLCJan 2017 to May 2020
- Teachers Personal Investors Services, Inc.Oct 2015 to Dec 2016
- TIAASep 2009 to May 2020
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 3090791
- Firm CRD
- 104555