Amar N. Jhaveri
Professional summary
Amar N. Jhaveri, who also goes by Amar Nabayan Jhaveri, Amar Narayan Jhaveri, Amar Jhaveri, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Glen Head, New York and FIDELITY BROKERAGE SERVICES LLC located in Plainview, New York.
Amar is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Amar has worked at 10 firms and has passed the Series 63, Series 65, Series 7TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Amar N. Jhaveri's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1551 Old Country Rd, Plainview, NY 11803-5014May 17, 2023 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1551 Old Country Road, Plainview, NY 11803July 24, 2023 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
January 3, 2017 - March 30, 2020
NUVEEN SECURITIES, LLC
November 4, 2015 - December 31, 2016
TEACHERS PERSONAL INVESTORS SERVICES, INC.
September 20, 2011 - November 4, 2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
October 29, 2009 - November 4, 2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
August 4, 2005 - September 2, 2009
RAYMOND JAMES FINANCIAL SERVICES, INC.
January 3, 2005 - August 2, 2005
CAPITAL ONE INVESTMENT SERVICES LLC
January 2, 2004 - January 3, 2005
GREENPOINT SECURITIES LLC
March 27, 2001 - January 2, 2004
ESSEX NATIONAL SECURITIES, LLC
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/7/2023)
(8/7/2023)
(2/13/2025)
(2/11/2025)
(8/7/2023)
(8/14/2023)
(8/6/2023)
(3/31/2025)
(1/30/2024)
(4/30/2024)
Exams
Series 7TO
Date: 4/19/2023
General Securities Representative ExaminationFINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
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.
