Musa Mahmud
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
1 stateRegistered in
$1.4TFirm assets
49 yearsFirm in business
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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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsOct 2021 to now
- J.P. Morgan Securities LLCDec 2020 to Oct 2021
- JPMorgan Chase Bank, N.A.Dec 2020 to Oct 2021
- UnemployedMar 2020 to Nov 2020
- Morgan StanleyOct 2018 to Feb 2020
- Morgan Stanley Private Bank, N.A.Oct 2018 to Feb 2020
- UnemployedJul 2018 to Sep 2018
- Edward JonesJan 2018 to Jun 2018
- Enterprise Car RentalSep 2017 to May 2018
- Integrity, Quality Quantity Control LLCFeb 2017 to Aug 2017
- Managed Labor SolutionFeb 2016 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (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
- 6895528
- Firm CRD
- 104555