Vinita Brooks

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-11-05
TX	RA	APPROVED	2025-03-31

NY RA
APPROVED

Since 2025-11-05
TX RA
APPROVED

Since 2025-03-31

Branch Locations

New York, NY • United States

1120 6Th Ave Avenue Of The Americas, New York, NY 10036-6700 • 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

Organization	City	State	From	To
Morgan Stanley	South Jordan	UT	04/2013	11/2018
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	11/2018
Fidelity Brokerage Services Llc	Roseville	CA	12/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

04/2013 → 11/2018

Morgan Stanley

South Jordan, UT
01/2015 → 11/2018

Morgan Stanley Private Bank, National Association

New York, NY
12/2018 → Present

Fidelity Brokerage Services Llc

Roseville, CA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2019-01-04 → 2025-03-31

Fidelity Personal And Workplace Advisors

Roseville, CA
2013-05-13 → 2018-11-19

Morgan Stanley

South Jordan, UT

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-05-10
S63	Uniform Securities Agent State Law Examination	2011-09-19

S65 Uniform Investment Adviser Law Examination

2013-05-10
S63 Uniform Securities Agent State Law Examination

2011-09-19

Designations

Other Names

Vinita Tikam Wadhwani
Vinita Tikam Brooks

View on SEC IAPD

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