Antara Mohsin
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 LLCApr 2025 to now
- Fidelity InvestmentsAug 2024 to now
- GartnerJan 2023 to Jul 2024
- Stephen Stagner Sales Excellence InstituteMay 2022 to Dec 2023
- Program for Excellence In SellingAug 2021 to Jan 2022
- Stewart TitleJun 2021 to Aug 2021
- Peak CampusAug 2020 to May 2021
- AdidasJun 2019 to Jun 2020
- LoftJan 2019 to Aug 2019
- UnemployedAug 2014 to Dec 2022
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7974965
- Firm CRD
- 104555