Faride hezni Yamin abud
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2024 to now
- UnemployedDec 2023 to Mar 2024
- Insigneo Advisory Services LLCDec 2023 to Dec 2023
- Insigneo Securities LLCDec 2023 to Dec 2023
- PNC InvestmentsSep 2021 to Dec 2023
- Bbva Securities Inc.Sep 2020 to Sep 2021
- Bbva Wealth Solutions Inc.Sep 2020 to Sep 2021
- Bbva USA, Inc.Jul 2020 to Sep 2021
- UnemployedNov 2019 to Jul 2020
- Morgan Stanley Private Bank, N.A.Feb 2019 to Nov 2019
- Morgan StanleyJul 2018 to Nov 2019
- UnemployedJul 2017 to Jul 2018
- Suny Westchester Community CollegeApr 2017 to Jul 2017
- UnemployedJul 2014 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 6938052
- Firm CRD
- 104555