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RIA / WealthAdvisordual registered (broker-dealer)16 years in industry

DHAVAL HIREN SHAH

Advisor at STRATEGIC ADVISERS LLC

SPRINGFIELD, VA | TYSONS CORNER, VA

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Search this name across graphsid dfx:ria:5291a611-0418-9e32-89ac-01628f99006e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Oct 20, 2010 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 30, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: Nov 30, 2009
First registration: Oct 20, 2010
Dual registered: yes, broker-dealer
Other names: DHAVAL SHAH|DHAVAL HIREN SHAH|DHAVAL H SHAH
IAPD individual key: 5611686

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	TYSONS CORNER, VA\|SPRINGFIELD, VA	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Feb 12, 2020	Mar 31, 2025	no	TYSONS CORNER, VA	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Jan 22, 2019	Jan 31, 2020	no	Vienna, VA\|RESTON, VA	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Jan 17, 2019	Jan 31, 2020	no	VIENNA, VA\|RESTON, VA	Previous registration
EDELMAN FINANCIAL ENGINES	Independent wealth	Nov 1, 2018	Jan 17, 2019	no	SUNNYVALE, CA	Previous registration
EDELMAN FINANCIAL SERVICES, LLC	Former SEC adviser	Jan 5, 2016	Nov 1, 2018	no	FAIRFAX, VA\|TEMPE, AZ\|TEMPE, AZ	Previous registration
T. ROWE PRICE ADVISORY SERVICES, INC.	Bd affiliated wealth	Oct 20, 2010	Jan 6, 2016	no	OWINGS MILLS, MD\|MCLEAN, VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Jan 31, 2020	Jan 22, 2019	-374	Channel change	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jan 31, 2020	Feb 12, 2020	12	Firm change	RIA to ibd
EDELMAN FINANCIAL ENGINES	TD AMERITRADE, INC.	Jan 17, 2019	Jan 17, 2019	0	Firm change	Other
EDELMAN FINANCIAL SERVICES, LLC	EDELMAN FINANCIAL ENGINES	Nov 1, 2018	Nov 1, 2018	0	Bulk transfer	Ibd to RIA
T. ROWE PRICE ADVISORY SERVICES, INC.	EDELMAN FINANCIAL SERVICES, LLC	Jan 6, 2016	Jan 5, 2016	-1	Firm change	Other

Relationships

Registered with (7)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Feb 12, 2020 to Mar 31, 2025factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 22, 2019 to Jan 31, 2020factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Jan 17, 2019 to Jan 31, 2020factForm ADV
→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: previous registration
Nov 1, 2018 to Jan 17, 2019factForm ADV
→ EDELMAN FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jan 5, 2016 to Nov 1, 2018factForm ADV
→ T. ROWE PRICE ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Oct 20, 2010 to Jan 6, 2016factForm ADV

Dated events

No dated event names this entity yet.