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Alif B Brahim

Alif B. Brahim

STRATEGIC ADVISERS LLC | Financial Consultant
FALLS CHURCH, VA
Some features on this profile are disabled
CRD#: 5608804
Alif B Brahim

Professional summary


Alif B Brahim, who also goes by Alif Bin Brahim, Alif Brahim, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Falls Church, Virginia and FIDELITY BROKERAGE SERVICES LLC located in Tysons Corner, Virginia.

Alif is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Alif has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

Biography


As an experienced financial professional with over a decade of industry knowledge, I've built an entire career around working with clients like you in working toward financial success. As your Financial Consultant, I am committed to understanding your unique situation, while tapping into one of the most successful investment firms' resources, to ensure we create and execute a plan that makes sense for you and focuses on your interests.
top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Alif Bin Brahim | Alif Brahim

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.
OAA#: 69051 | Org Name:Compass/Hom LLC | Org Addr:McLean, VA, US | Nature of Bus:Buying or selling real estate | Invst Rel:Y | Title:Showing Agent | Duties:Identify homes and show homes to prospective buyers, provide clients pricing information. | Start Dt:01/12/2021 | Total Hrs p/m:10 | Sec Trdng Hrs p/m:0

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Alif B Brahim's CRS (Customer Relationship Summary).
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®
None

Education


George Mason University

Bachelor of Science (BS) - Psychology

2006

Experience


Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 1861 International Dr Suite 100, Tysons Corner, VA 22102-4410
RIA
CRD#: 104555
FALLS CHURCH, VA
Current

July 20, 2020 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 1861 International Dr, Suite 100, Tysons Corner, VA 22102
BD
CRD#: 7784
Tysons Corner, VA
Past

July 28, 2020 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
TYSONS CORNER, VA
Past

August 4, 2016 - July 24, 2020

HSBC SECURITIES (USA) INC.

RIA
CRD#: 19585
Tysons, VA
Past

August 4, 2016 - July 24, 2020

HSBC SECURITIES (USA) INC.

BD
CRD#: 19585
Tysons, VA
Past

February 27, 2014 - July 15, 2016

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
ROCKVILLE, MD
Past

February 27, 2014 - July 15, 2016

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
ROCKVILLE, MD
Past

July 30, 2012 - February 19, 2014

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
WASHINGTON, DC
Past

July 12, 2012 - February 19, 2014

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
WASHINGTON, DC
Past

April 27, 2010 - June 14, 2012

CAPITAL ONE FINANCIAL ADVISORS LLC

RIA
CRD#: 127236
MELVILLE, NY
Past

April 27, 2010 - June 14, 2012

CAPITAL ONE INVESTMENT SERVICES LLC

BD
CRD#: 25658
FREDERICK, MD
Past

April 15, 2009 - May 7, 2010

CHEVY CHASE FINANCIAL SERVICES

RIA
CRD#: 14894
BETHESDA, MD
Past

January 29, 2009 - May 1, 2010

CHEVY CHASE FINANCIAL SERVICES

BD
CRD#: 14894
BETHESDA, MD

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
Alabama
(1/12/2021)
RR
California
(6/4/2021)
RR
Colorado
(3/26/2025)
RR
Delaware
(4/7/2023)
RR
District of Columbia
(7/20/2020)
RR
Florida
(6/4/2021)
RR
Georgia
(2/12/2021)
RR
Illinois
(1/6/2025)
RR
Indiana
(1/4/2025)
RR
Maryland
(7/20/2020)
RR
Massachusetts
(6/4/2021)
RR
Michigan
(9/9/2022)
RR
Minnesota
(6/4/2021)
RR
Nevada
(5/19/2023)
RR
New Jersey
(5/3/2024)
RR
New York
(3/4/2022)
RR
North Carolina
(3/27/2021)
RR
Ohio
(9/29/2023)
RR
Pennsylvania
(3/27/2021)
RR
South Carolina
(9/9/2022)
RR
Tennessee
(4/7/2023)
RR
Texas
(8/13/2021)
IAR
Texas
(3/31/2025)
RR
Virginia
(7/20/2020)
IAR
Virginia
(3/31/2025)
RR
West Virginia
(7/20/2020)
RR
Wisconsin
(12/6/2024)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/6/2009
Uniform Combined State Law Examination
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)
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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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

Regulatory assets under management


Total Number of Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025
Cover Page

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#: 104555Falls Church, VA

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Contact information


(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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