Ayman Maslouh
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
3 statesRegistered 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 2019 to now
- Apple incMar 2019 to Jul 2020
- AllstateJan 2019 to Mar 2019
- NikeOct 2018 to Mar 2019
- NikeMar 2018 to May 2018
- FinishlineApr 2017 to Mar 2018
- Abercrombie and FitchFeb 2017 to Apr 2017
- Southern New Hampshire UniversitySep 2014 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (DC, MD, 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
- 7278561
- Firm CRD
- 104555