Mahogany Mohammed
STRATEGIC ADVISERS LLC | Financial Consultant
KERNERSVILLE, NC
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CRD#: 6885193
Professional summary
Mahogany Mohammed, who also goes by Mahogany Nitazzyial Jazzcole Smith, Mahogany Smith, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Kernersville, North Carolina and FIDELITY BROKERAGE SERVICES LLC located in Jacksonville, Florida.
Mahogany is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Mahogany has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
My life's mission is to help empower people to work towards their financial goals and dreams and to positively affect the lives of people I am in contact with. My team and I work with families and high net worth individuals to assist with every aspect of their financial lives. We aim to help bring simplicity and transparency to the complexities of finance; making the intimidating task of planning for the future an exciting journey.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mahogany Nitazzyial Jazzcole Smith | Mahogany Smith
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.
I*124458
For profit or not for profit: Non-Profit Organization
Name of outside business organization: Operation Xcel
Investment related: N
Address of business:
Stokesdale, North Carolina 27357
Nature of business: Charitable Organization,
Position, title, association: Advisory Board Member,
Start date of relationship: 7/25/2019
Number of hours devoted: 4 hour(s) Monthly
Number of hours devoted during trading hours: 0
Duties: Operation Excel is a nonprofit youth organization. Purpose is to promote academic development and character growth.
CRS (Client Relationship Summary) - RIA
Click below to view Mahogany Mohammed'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
Western Carolina University
Bachelor of Science (BS) - Psychology
2014
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: North Carolina Other, Raleigh, NC 27601RIA
CRD#: 104555
KERNERSVILLE, NC
Current
January 16, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246BD
CRD#: 7784
Jacksonville, FL
Past
January 31, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
WINSTON-SALEM, NC
Past
April 18, 2018 - January 10, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
GREENSBORO, NC
Past
February 27, 2018 - January 10, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
GREENSBORO, NC
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(12/5/2024)
RR
Alaska(3/28/2025)
RR
Arizona(3/28/2025)
RR
Arkansas(12/5/2024)
RR
California(3/28/2025)
RR
Colorado(3/28/2025)
RR
Connecticut(3/28/2025)
RR
Delaware(3/28/2025)
RR
District of Columbia(12/5/2024)
RR
Florida(4/23/2020)
RR
Georgia(2/24/2020)
RR
Hawaii(3/28/2025)
RR
Idaho(3/28/2025)
RR
Illinois(3/28/2025)
RR
Indiana(3/28/2025)
RR
Iowa(3/28/2025)
RR
Kansas(3/28/2025)
RR
Kentucky(12/5/2024)
RR
Louisiana(12/5/2024)
RR
Maine(3/28/2025)
RR
Maryland(2/24/2020)
RR
Massachusetts(12/5/2024)
RR
Michigan(3/28/2025)
RR
Minnesota(3/28/2025)
RR
Mississippi(12/5/2024)
RR
Missouri(3/28/2025)
RR
Montana(3/28/2025)
RR
Nebraska(3/28/2025)
RR
Nevada(3/28/2025)
RR
New Hampshire(3/28/2025)
RR
New Jersey(3/28/2025)
RR
New Mexico(3/28/2025)
RR
New York(3/28/2025)
RR
North Carolina(1/16/2020)
IAR
North Carolina(3/31/2025)
RR
North Dakota(3/28/2025)
RR
Ohio(5/8/2024)
RR
Oklahoma(3/28/2025)
RR
Oregon(3/28/2025)
RR
Pennsylvania(1/3/2025)
RR
Rhode Island(3/28/2025)
RR
South Carolina(2/24/2020)
RR
South Dakota(3/28/2025)
RR
Tennessee(12/5/2024)
RR
Texas(12/5/2024)
RR
Utah(3/28/2025)
RR
Vermont(3/28/2025)
RR
Virginia(2/24/2020)
RR
Washington(3/28/2025)
RR
West Virginia(2/17/2022)
RR
Wisconsin(3/28/2025)
RR
Wyoming(3/28/2025)
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
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
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Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Kernersville, NCTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
