Saeid Ejmali
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2024 to now
- University of North FloridaMar 2022 to Jun 2024
- Brightway InsuranceOct 2021 to Mar 2022
- Florida State College At JacksonvilleJan 2021 to Oct 2021
- City Centre InsuranceJun 2020 to Jan 2021
- Frank CrumMar 2020 to Jun 2020
- Florida State College At JacksonvilleSep 2019 to Mar 2020
- Eligius Metal WorksMay 2019 to Sep 2019
- Huntingdon CollegeMar 2019 to May 2019
- Empress Cafe LLCOct 2018 to Mar 2019
- JP Car WashJun 2018 to Oct 2018
- Southeaster GrocersAug 2016 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7949773
- Firm CRD
- 104555