Mark Darius Khorram
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 LLCJun 2026 to now
- Fidelity InvestmentsJun 2025 to now
- University of Rhode IslandMar 2025 to Jun 2025
- Yawgoo Valley Ski Area and Water ParkDec 2024 to Mar 2025
- University of Rhode IslandSep 2024 to Dec 2024
- Hines: Global Real Estate Investment ManagerMay 2024 to Aug 2024
- University of Rhode IslandSep 2023 to May 2024
- Uncle Giuseppe's MarketplaceMay 2023 to Aug 2023
- Ucran & Company, LLCJan 2023 to May 2023
- University of Rhode IslandSep 2022 to Jan 2023
- Uncle Giuseppe's MarketplaceApr 2022 to Aug 2022
- Elite Dental StudiosApr 2020 to Apr 2022
- Somers High SchoolApr 2018 to Apr 2020
- Yorktown PharmacyJul 2017 to Mar 2018
- Somers School DistrictApr 2015 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 8117233
- Firm CRD
- 104555