Mohamed M. Rhadbane
STRATEGIC ADVISERS LLC | Financial Consultant
FLORESVILLE, TX
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CRD#: 4215766
Professional summary
Mohamed Montoya Rhadbane JR., who also goes by Mohamed Montoya Rhadbane Jr, Mohamed Montoya Rhadbane, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Floresville, Texas and FIDELITY BROKERAGE SERVICES LLC located in San Antonio, Texas.
Mohamed is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Mohamed has worked at 6 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.
Biography
At Fidelity, we believe it is critical for each of our clients to have a financial plan. Every client's situation is unique so the process begins with client's clearly articulating both financial and personal goals then collaborating to develop and implement a comprehensive plan. This process allows us to form a strong relationship with clients and maintain a profound level of trust which we deem is key to meet our client's evolving financial needs.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mohamed Montoya Rhadbane Jr | Mohamed Montoya Rhadbane
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.
OBA-100107|OrgNmn:Montoya Mini Farm|Org Addr:Floresvill,Texas,US|OBA Nature:mini dwarf goat farm and bee f|Invst Rel:N|Title:Partner|Duties:my wife is running day to day operations|StrtDt:06-07-23|TotHrs/mon:10|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Mohamed Montoya Rhadbane JR.'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
University of Texas San Antonio
Bachelor of Business Studies (BBS) - International Business
1999
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 139 North Loop 1604 East Suite #103, San Antonio, TX 78232-1392RIA
CRD#: 104555
FLORESVILLE, TX
Current
February 24, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 139 North Loop 1604 East, #103, San Antonio, TX 78232BD
CRD#: 7784
San Antonio, TX
Past
March 8, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SAN ANTONIO, TX
Past
December 1, 2017 - February 17, 2022
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
Houston, TX
Past
December 1, 2017 - February 17, 2022
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
Houston, TX
Past
September 2, 2011 - November 16, 2017
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
HOUSTON, TX
Past
August 9, 2001 - November 15, 2017
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
HOUSTON, TX
Past
November 16, 2000 - April 12, 2001
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
November 16, 2000 - April 12, 2001
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Past
August 9, 2000 - October 2, 2000
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
August 9, 2000 - October 2, 2000
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
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
Arizona(1/4/2025)
RR
Arkansas(1/4/2025)
RR
California(1/4/2025)
RR
Colorado(9/9/2022)
RR
District of Columbia(1/4/2025)
RR
Florida(1/4/2025)
RR
Georgia(1/4/2025)
RR
Hawaii(1/4/2025)
RR
Indiana(1/4/2025)
RR
Iowa(1/4/2025)
RR
Kansas(1/4/2025)
RR
Kentucky(1/4/2025)
RR
Louisiana(9/9/2022)
RR
Maryland(1/4/2025)
RR
Massachusetts(1/4/2025)
RR
Michigan(7/19/2024)
RR
Montana(3/25/2023)
RR
New Hampshire(1/4/2025)
RR
New Jersey(1/4/2025)
RR
New Mexico(1/4/2025)
RR
New York(1/4/2025)
RR
North Carolina(1/4/2025)
RR
Ohio(1/6/2025)
RR
Oklahoma(1/4/2025)
RR
Pennsylvania(1/4/2025)
RR
South Carolina(7/19/2024)
RR
South Dakota(1/4/2025)
RR
Texas(2/24/2022)
IAR
Texas(3/31/2025)
RR
Utah(7/21/2023)
RR
Vermont(1/4/2025)
RR
Virginia(9/29/2023)
RR
Washington(1/4/2025)
RR
Wisconsin(1/4/2025)
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
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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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
Financial ConsultantCRD#: 104555Floresville, TXTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
