Narine V. Bhola
Professional summary
Narine Videsh Bhola, CFP®, who also goes by Narine Bhola, Yuri Bhola, Narine V Bhola, Narine VIdesh Bhola, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Katy, Texas and FIDELITY BROKERAGE SERVICES LLC located in Katy, Texas.
Narine is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Narine has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Narine Videsh Bhola's CRS (Customer Relationship Summary).
Certified licenses
Education
University of Houston Clear Lake
Master of Business Administration (MBA) - Finance
2015
University of Houston
Bachelor of Business Administration - Business Mangement
2011
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 23501 Cinco Ranch Blvd Bld C, Suite C-150, Katy, TX 77494-3095May 19, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 23501 Cinco Ranch Blvd Bld C, Suite C-150, Katy, TX 77494-3095May 20, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
March 1, 2018 - May 2, 2020
TD AMERITRADE, INC.
March 1, 2018 - May 2, 2020
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
March 1, 2018 - May 2, 2020
TD AMERITRADE, INC.
January 24, 2017 - March 7, 2018
SCOTTRADE INVESTMENT MANAGEMENT
August 31, 2016 - March 7, 2018
SCOTTRADE, INC.
October 1, 2012 - June 23, 2015
J.P. MORGAN SECURITIES LLC
October 1, 2012 - June 23, 2015
J.P. MORGAN SECURITIES LLC
November 4, 2011 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
October 3, 2011 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
October 20, 2008 - November 10, 2010
CHASE INVESTMENT SERVICES CORP.
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
(7/19/2024)
(4/25/2024)
(4/9/2021)
(5/13/2025)
(11/16/2020)
(9/4/2025)
(10/3/2022)
(7/19/2024)
(8/13/2021)
(3/4/2022)
(5/13/2025)
(1/6/2023)
(1/6/2023)
(5/13/2025)
(5/13/2025)
(10/3/2022)
(4/9/2021)
(5/13/2025)
(12/18/2024)
(5/19/2020)
(3/31/2025)
(1/6/2023)
(8/28/2025)
(7/19/2024)
(10/3/2022)
Exams
FINRA
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.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Katy, TXTRUST BUT VERIFY
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