Shazia Tariq
Investment adviser representative at Strategic Advisers LLC
15 yearsExperience
2 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
15 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJan 2024 to now
- Santander Securities, LLCMar 2022 to Sep 2022
- Santander Bank, NADec 2019 to Jan 2024
- Dhl E CommerceNov 2019 to Dec 2019
- Autism Learning PartnersApr 2019 to Aug 2019
- Westborough School DistrictMar 2019 to Oct 2019
- UnemployedJul 2017 to Apr 2019
- UnibankDec 2016 to Jul 2017
- UnemployedNov 2011 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MA, 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
- 7522329
- Firm CRD
- 104555