Moatir Ahmed
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
GLEN ALLEN, VA
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CRD#: 2185249
Professional summary
Moatir Ahmed, who also goes by Edward Ahmed, Tari Ahmed, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Glen Allen, Virginia and FIDELITY BROKERAGE SERVICES LLC located in Glen Allen, Virginia.
Moatir is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Moatir has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
I enjoy developing an intimate relationship with clients that allows me to educate, challenge and engage families in financial planning strategies and concepts. I strongly believe it is important that clients implement a personalized financial plan designed to address their goals and dreams in retirement.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Edward Ahmed | Tari Ahmed
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Moatir Ahmed's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneEducation
Fairleigh Dickinson University
Bachelor of Business Administration - Marketing
1991
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 11114 West Broad St, Glen Allen, VA 23060RIA
CRD#: 104555
GLEN ALLEN, VA
Current
November 21, 2006 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 11114 West Broad St, Glen Allen, VA 23060BD
CRD#: 7784
Glen Allen, VA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
GLEN ALLEN, VA
Past
January 17, 2007 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
GLEN ALLEN, VA
Past
August 18, 2006 - December 1, 2006
BNY INVESTMENT CENTER INC.
BD
CRD#: 47683
NEW YORK, NY
Past
April 29, 1996 - September 24, 2004
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SMITHFIELD, RI
Past
October 8, 1994 - April 10, 1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
January 11, 1993 - October 11, 1994
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, NJ
Past
July 13, 1992 - January 14, 1993
KIDDER, PEABODY & CO. INCORPORATED
BD
CRD#: 7613
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(8/10/2020)
RR
California(9/14/2011)
RR
Connecticut(3/6/2025)
RR
District of Columbia(11/22/2006)
RR
Florida(11/29/2006)
RR
Georgia(11/10/2020)
RR
Idaho(2/16/2021)
RR
Illinois(7/27/2023)
RR
Kentucky(7/25/2023)
RR
Louisiana(1/27/2020)
RR
Maine(10/12/2021)
RR
Maryland(11/28/2006)
RR
Minnesota(1/11/2016)
RR
Montana(11/13/2018)
RR
New Hampshire(8/31/2020)
RR
New Jersey(11/21/2006)
RR
New York(11/21/2006)
RR
North Carolina(5/2/2007)
RR
Pennsylvania(9/15/2021)
RR
South Carolina(11/21/2006)
RR
Tennessee(3/7/2022)
RR
Texas(4/4/2012)
IAR
Texas(3/31/2025)
RR
Utah(3/26/2018)
RR
Virginia(11/21/2006)
IAR
Virginia(3/31/2025)
RR
West Virginia(11/21/2006)
RR
Wyoming(1/11/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Glen Allen, VATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
