OMAR MOUSTAFA is an investment adviser representative (IAR) with state registration records since 2020, appearing at 5 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2024-06-20 | 2025-03-31 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2023-09-05 | 2024-06-12 | — |
| HARRISDIRECT LLC | 2021-10-20 | 2023-09-05 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2020-07-14 | 2021-09-16 | — |