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RIA / WealthAdvisordual registered (broker-dealer)9 years in industry

SAMIR A. RAHMAN

Advisor at STRATEGIC ADVISERS LLC

SAN FRANCISCO, CA

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Search this name across graphsid dfx:ria:a33f596b-80a7-3a58-21bd-c8672bc40c0c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Nov 12, 2019 to Sep 14, 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: Oct 1, 2016earliest registration or exam on IAPD
Years in industry: 9derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Nov 8, 2019
First registration: Nov 12, 2019
Dual registered: yes, broker-dealer
Other names: SAMIR ALEXANDER RAHMAN|Samir Rahman
IAPD individual key: 6790346

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	SAN FRANCISCO, CA\|SAN FRANCISCO, CA	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Aug 28, 2023	Mar 31, 2025	no	SAN FRANCISCO, CA	Previous registration
CRESSET ASSET MANAGEMENT, LLC	Independent wealth	Dec 6, 2022	Jun 30, 2023	no	San Francisco, CA\|CHICAGO, IL	Previous registration
BRIGHTON JONES LLC	Independent wealth	Oct 19, 2021	Nov 21, 2022	no	San Francisco, CA\|SEATTLE, WA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Nov 12, 2019	Sep 15, 2021	no	NEW YORK, NY\|FORT LAUDERDALE, FL	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
CRESSET ASSET MANAGEMENT, LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jun 30, 2023	Aug 28, 2023	59	Firm change	RIA to ibd
BRIGHTON JONES LLC	CRESSET ASSET MANAGEMENT, LLC	Nov 21, 2022	Dec 6, 2022	15	Firm change	RIA to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	BRIGHTON JONES LLC	Sep 15, 2021	Oct 19, 2021	34	Firm change	Wirehouse to RIA

Relationships

Registered with (5)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Aug 28, 2023 to Mar 31, 2025factForm ADV
→ CRESSET ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Dec 6, 2022 to Jun 30, 2023factForm ADV
→ BRIGHTON JONES LLCRegistered adviserregistration: previous registration
Oct 19, 2021 to Nov 21, 2022factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Nov 12, 2019 to Sep 15, 2021factForm ADV

Dated events

Occurred
Jun 30, 2023
Advisor changed firm
Samir A. Rahman left Cresset Asset Management, Llc for Fidelity Personal And Workplace Advisors (registered 2023-08-28)
Form ADVobserved 5 days ago
Occurred
Nov 21, 2022
Advisor changed firm
Samir A. Rahman left Brighton Jones Llc for Cresset Asset Management, Llc (registered 2022-12-06)
Form ADVobserved 5 days ago