Saeid Hassan
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 LLCJul 2026 to now
- Fidelity Brokerage Services LLCJun 2026 to now
- Fidelity InvestmentsAug 2025 to now
- Magis LLCMay 2024 to Jul 2025
- Ameripro RoofingJan 2024 to Aug 2025
- At&tAug 2022 to Dec 2023
- B-sportySep 2021 to Jul 2022
- Baker TillyJun 2021 to Sep 2021
- At&tMar 2020 to May 2021
- LyftMay 2019 to Jan 2020
- DoordashJan 2019 to Jul 2025
- Dominos PizzaAug 2018 to Mar 2019
- Dominos PizzaJan 2018 to Jul 2018
- Z-martJul 2016 to Mar 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 8152002
- Firm CRD
- 104555