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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Naples, FL • United States

5200 Tamiami Trail N Suites 103, 201 - 204, Naples, FL 34103-2817 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Raleigh NC 09/2016 02/2022
Fidelity Investments Durham NC 02/2022 Present
Fidelity Investments Boston MA 03/2025 Present
Previous Registrations
  • 2022-04-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
    Orlando, FL
    Naples, FL
  • 2016-10-31 → 2022-02-23
    Raleigh, NC
    Charlotte, NC
    Winston Salem, NC
  • 2015-01-28 → 2016-07-29
    Capital One Advisors, Llc
    Seattle, WA
  • 2013-10-08 → 2015-01-28
    Capital One Financial Advisors Llc
    Melville, NY
  • 2008-05-26 → 2012-04-24
    Chase Investment Services Corp.
    Warwick, NY
    Middletown, NY
    Middletown, NY
    Monroe, NY
    New Windsor, NY
    Monroe, NY
    Kingston, NY
    Wappingers Falls, NY
    Fishkill, NY
    Beacon, NY
    Poughkeepsie, NY
    Poughkeepsie, NY
    Poughkeepsie, NY
    Pleasant Valley, NY
    Yorktown Heights, NY
    Warwick, NY
    Middletown, NY
    Poughkeepsie, NY
    Cross River, NY
    Brewster, NY
    Peekskill, NY
    Somers, NY
    Goshen, NY
    Greenwood Lake, NY
    Port Jervis, NY
    Highland Falls, NY
    Maybrook, NY
    Fishkill, NY
    Wappinger Falls, NY
    Patterson, NY
    Peekskill, NY
    Yorktown Heights, NY
    Somers, NY
    Shrub Oak, NY
    Tuxedo, NY
    Poughkeepsie, NY
    Yorktown, NY
    Yorktown Heights, NY
    Washingtonville, NY
    New Paltz, NY
    Pine Bush, NY
    Brewster, NY
    Mohegan Lake, NY
    Goshen, NY
    Monticello, NY
    Wurtsboro, NY
    Cornwall, NY
    Newburgh, NY
    Newburgh, NY
    Hopewell Junction, NY
    Hyde Park, NY
    Monroe, NY
    Monroe, NY
    Hopewell Junction, NY
    White Plains, NY
    Brewster, NY
    Patterson, NY
    Peekskill, NY
    Brewster, NY
    Monroe, NY
    New Windsor, NY
    Washingtonville, NY
    Pine Bush, NY
    Yorktown Heights, NY
    Yorktown Heights, NY
    Goshen, NY
    Monroe, NY
    Newburgh, NY
    Port Jervis, NY
    Poughkeepsie, NY
    Wappingers Falls, NY
    Cross River, NY
    Peekskill, NY
    Shrub Oak, NY
    Goshen, NY
    Greenwood Lake, NY
    Highland Falls, NY
    Hopewell Junction, NY
    Hyde Park, NY
    Kingston, NY
    Maybrook, NY
    Middletown, NY
    Middletown, NY
    Pleasant Valley, NY
    Poughkeepsie, NY
    Poughkeepsie, NY
    Tuxedo, NY
    Poughkeepsie, NY
    Mohegan Lake, NY
    Somers, NY
    Yorktown, NY
    Beacon, NY
    Cornwall, NY
    Fishkill, NY
    Poughkeepsie, NY
    Somers, NY
    Fishkill, NY
    Middletown, NY
    New Paltz, NY
    Newburgh, NY
    Wappinger Falls, NY
    Warwick, NY
    Monticello, NY
    Wurtsboro, NY
    Warwick, NY
    Cornwall, NY
    New Windsor, NY
    Baldwin Place, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-05-23
S63 Uniform Securities Agent State Law Examination 1998-04-09
  • S66 Uniform Combined State Law Examination
    2008-05-23
  • S63 Uniform Securities Agent State Law Examination
    1998-04-09
Other Names
  • Sandeep Hamilton
  • Sandeep Dennis Hamilton
  • Sandeep Hamilton
  • Sandeep D Hamilton

View on SEC IAPD

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