Chaudhry adeem Asim
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2023 to now
- University of AlcalaMay 2022 to Apr 2023
- National General Insurance (allstate Company)Mar 2021 to Mar 2023
- High Point Clinical Trails CentreAug 2020 to Mar 2021
- University of North Carolina At PembrokeJul 2020 to Apr 2022
- UnemployedMar 2020 to Jul 2020
- High Point Clinical Trails CentreSep 2019 to Mar 2020
- Wal-martNov 2018 to Sep 2019
- Wake Forest Baptist Medical CentreJan 2018 to Jun 2019
- UnemployedOct 2017 to Dec 2017
- Life Care HospitalJul 2015 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7717835
- Firm CRD
- 104555