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Detailed Report
AHMAD MEHAIDLY
CRD#: 6379952
IA
Investment Adviser
B
Broker
STRATEGIC ADVISERS LLCCRD#: 104555 155 SEAPORT BLVD
BOSTON, MA 02210-2698
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 123-127 SOUTH LAKE AVE.
PASADENA, CA 91101
Registration History
20142015201620172018201920202021202220232024202520262 FIRMS2021 - 2022 (<1 year)IASTRATEGIC ADVISERS LLC (CRD# 104555)2025 - Present (<1 year)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2022 - Present (2 years)BJ.P. MORGAN SECURITIES LLC (CRD# 79)2014 - 2021 (7 years)IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2022 - 2025 (2 years)IAJ.P. MORGAN SECURITIES LLC (CRD# 79)2018 - 2021 (2 years)
License(s)

State Registrations

B
Alabama 12/16/2022
B
Missouri 12/16/2022
B
Arizona 6/20/2022
B
Nebraska 12/16/2022
B
Arkansas 12/16/2022
B
Nevada 6/20/2022
B
California 6/11/2022
B
New Jersey 12/16/2022
IA
California 3/31/2025
B
New Mexico 12/16/2022
B
Colorado 12/16/2022
B
New York 11/3/2022
B
Connecticut 12/16/2022
B
North Carolina 12/16/2022
B
Delaware 12/16/2022
B
North Dakota 12/16/2022
B
Florida 11/3/2022
B
Ohio 11/3/2022
B
Georgia 12/16/2022
B
Oklahoma 12/16/2022
B
Idaho 12/16/2022
B
Oregon 11/3/2022
B
Illinois 12/16/2022
B
Pennsylvania 12/16/2022
B
Indiana 12/16/2022
B
South Carolina 12/16/2022
B
Iowa 12/16/2022
B
South Dakota 12/16/2022
B
Kansas 12/16/2022
B
Tennessee 11/3/2022
B
Kentucky 12/16/2022
B
Texas 11/3/2022
B
Louisiana 12/16/2022
IA
Texas 3/31/2025
B
Maryland 3/25/2023
B
Utah 11/3/2022
B
Massachusetts 11/3/2022
B
Virginia 12/16/2022
B
Michigan 12/16/2022
B
Washington 11/3/2022
B
Minnesota 11/3/2022
B
West Virginia 12/16/2022
B
Mississippi 12/16/2022
B
Wisconsin 9/19/2022

SRO Registrations

B
 FINRA
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
STRATEGIC ADVISERS LLC (CRD#:104555)
155 SEAPORT BLVD, BOSTON, MA 02210-2698
Registered with this firm since 3/31/2025
B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
123-127 SOUTH LAKE AVE., PASADENA, CA 91101
LOS ANGELES, CA
Registered with this firm since 6/11/2022
Previous Registration(s)
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IA
 06/21/2022 - 03/31/2025 FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590) PASADENA, CA
IA
 11/30/2021 - 05/09/2022 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) PASADENA, CA
B
 11/30/2021 - 05/09/2022 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) PASADENA, CA
IA
 12/12/2018 - 10/10/2021 J.P. MORGAN SECURITIES LLC (CRD#:79) PASADENA, CA
B
 08/27/2014 - 10/10/2021 J.P. MORGAN SECURITIES LLC (CRD#:79) PASADENA, CA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.