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Detailed Report
JIVAN SHIRVANIAN
CRD#: 7766130
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
2023AprJulOct2024AprJulOct2025AprJulOct2026AprIASTRATEGIC ADVISERS LLC (CRD# 104555)2025 - Present (<1 year)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2023 - Present (1 year)IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2024 - 2025 (<1 year)
Disclosure(s)
View By:
12/29/2023
Judgment / Lien
License(s)

State Registrations

B
Arizona 12/12/2023
B
Missouri 12/12/2023
B
California 12/12/2023
B
New Jersey 12/12/2023
IA
California 3/31/2025
B
New York 12/12/2023
B
Colorado 12/12/2023
B
North Carolina 12/12/2023
B
Connecticut 12/12/2023
B
Ohio 12/13/2023
B
Florida 12/12/2023
B
Pennsylvania 12/12/2023
B
Georgia 12/12/2023
B
Texas 12/12/2023
B
Illinois 12/12/2023
IA
Texas 3/31/2025
B
Indiana 12/12/2023
B
Virginia 12/12/2023
B
Massachusetts 12/12/2023
B
Washington 12/12/2023
B
Michigan 12/12/2023
B
Wisconsin 12/12/2023
B
Minnesota 12/12/2023

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 12/12/2023
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 09/11/2024 - 03/31/2025 FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590) 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.