Best Investors Account Sign in

Amit Jaduram

Strategic Advisers LLC

Rancho Cordova, CA

Roseville, CA

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Rancho Cordova, CA • United States

1261 Roseville Parkway, Roseville, CA 95678-9998 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services, Llc. Roseville CA 07/2012 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2012 → Present
    Fidelity Brokerage Services, Llc.
    Roseville, CA
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Roseville, CA
    Rancho Cordova, CA
  • 2018-05-22 → 2018-07-13
    Strategic Advisers Llc
    Roseville, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-05-14
S63 Uniform Securities Agent State Law Examination 2011-08-23
  • S65 Uniform Investment Adviser Law Examination
    2018-05-14
  • S63 Uniform Securities Agent State Law Examination
    2011-08-23
Other Names
  • Amit S Jaduram
  • Amit Sidharth Jaduram

View on SEC IAPD

More in Rancho Cordova, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor