Hamed Rashidpour
STRATEGIC ADVISERS LLC | Financial Consultant
MARTINEZ, CA
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CRD#: 6801146
Professional summary
Hamed Rashidpour is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Martinez, California and FIDELITY BROKERAGE SERVICES LLC located in Berkeley, California.
Hamed is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Hamed has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
As a Financial Advisor with many years of experience, I focus on providing comprehensive wealth management and financial services to individuals, professionals, business owners and families. I have helped them build a plan toward strive for their financial goals. I am knowledgeable in a variety of financial topics, including investment planning, retirement planning, and tax planning. One of the aspects I love most is educating others on how to maximize their finances.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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 Hamed Rashidpour'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 Applied Science and Technology
Bachelor of Science (BS) - Telecommunications Technology Engineering
2010
University of Applied Science and Technology
Associate of Science - Information and Communication Technology
2008
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1995 University Ave Ste 120, Berkeley, CA 94704-1049RIA
CRD#: 104555
MARTINEZ, CA
Current
May 24, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1995 University Ave - Ste 120, Berkeley, CA 94704BD
CRD#: 7784
BERKELEY, CA
Past
June 15, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BERKELEY, CA
Past
April 6, 2018 - May 8, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
WALNUT CREEK, CA
Past
February 28, 2018 - May 8, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
WALNUT CREEK, CA
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
California(5/24/2022)
IAR
California(3/31/2025)
RR
Colorado(11/4/2022)
RR
Florida(9/23/2025)
RR
Georgia(3/25/2023)
RR
Hawaii(1/4/2025)
RR
Kansas(1/4/2025)
RR
Massachusetts(7/27/2022)
RR
Nevada(1/4/2024)
RR
New York(9/9/2022)
RR
Oregon(9/8/2022)
RR
Texas(5/24/2022)
IAR
Texas(3/31/2025)
RR
Vermont(9/6/2023)
RR
Washington(9/7/2022)
RR
West Virginia(5/19/2023)
Exams
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.
