Sima Tamaddon
STRATEGIC ADVISERS LLC | Vice President, Wealth Planner
BRADENTON, FL
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CRD#: 7139980
Professional summary
Sima Tamaddon, CFP®, who also goes by Sima S Tamaddon, Sima Tamaddon, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Bradenton, Florida and FIDELITY BROKERAGE SERVICES LLC located in Sarasota, Florida.
Sima is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Sima has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Biography
As your Wealth Planner, I strategically focus on three things. I educate, organize and prepare you for the inevitable financial decisions you will have to make using Fidelity's capabilities and resources. Together we will co-create a complex financial plan that will work towards conveying confidence that your money will last through your lifetime.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Sima S Tamaddon | Sima Tamaddon
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 Sima Tamaddon'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®
Education
University of Virginia
Bachelor of Commerce - Finance and Marketing
2001
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 201 N Cattlemen Rd, Sarasota, FL 34243RIA
CRD#: 104555
BRADENTON, FL
Current
August 17, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 201 N Cattlemen Rd, Sarasota, FL 34243BD
CRD#: 7784
Sarasota, FL
Past
August 20, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SARASOTA, FL
Past
November 9, 2020 - August 20, 2021
MORGAN STANLEY
RIA
CRD#: 149777
VIRGINIA BEACH, VA
Past
October 29, 2020 - August 20, 2021
MORGAN STANLEY
BD
CRD#: 149777
VIRGINIA BEACH, VA
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
Alaska(1/14/2025)
RR
California(5/16/2023)
RR
Colorado(3/14/2022)
RR
Connecticut(6/5/2023)
RR
District of Columbia(4/24/2025)
RR
Florida(11/19/2021)
IAR
Florida(3/31/2025)
RR
Georgia(5/16/2023)
RR
Illinois(8/15/2023)
RR
Indiana(8/15/2023)
RR
Maryland(11/18/2021)
RR
Massachusetts(8/15/2023)
RR
Michigan(9/9/2022)
RR
Minnesota(8/15/2023)
RR
Missouri(1/6/2024)
RR
New Jersey(8/15/2023)
RR
New York(4/5/2022)
RR
North Carolina(11/19/2021)
RR
Ohio(8/16/2023)
RR
Oregon(9/29/2023)
RR
Puerto Rico(4/16/2025)
RR
South Carolina(1/9/2024)
IAR
Texas(3/31/2025)
RR
Utah(1/9/2024)
RR
Virginia(8/17/2021)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/28/2020
General Securities Representative ExaminationGeneral 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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Wealth PlannerCRD#: 104555Bradenton, FLTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
