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Vishal Bhuta

Strategic Advisers LLC

Hanover Park, IL

Schaumburg, IL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-12-17
IL RA APPROVED 2025-07-28
  • TX RA
    APPROVED_RES
    Since 2025-12-17
  • IL RA
    APPROVED
    Since 2025-07-28

Branch Locations

Hanover Park, IL • United States

1750 E Golf Road Suite 100, Schaumburg, IL 60173-5835 • 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
Morgan Stanley Smith Barney Chicago IL 02/2013 03/2023
Morgan Stanley Private Bank, National Association New York NY 01/2015 03/2023
Citigroup St Charles IL 04/2023 05/2025
Fidelity Investments Schaumburg IL 06/2025 Present
  • 02/2013 → 03/2023
    Morgan Stanley Smith Barney
    Chicago, IL
  • 01/2015 → 03/2023
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 04/2023 → 05/2025
    Citigroup
    St Charles, IL
  • 06/2025 → Present
    Fidelity Investments
    Schaumburg, IL
Previous Registrations
  • 2023-04-27 → 2025-07-04
    Citigroup Global Markets Inc.
    Oak Brook, IL
    St. Charles, IL
    New York, NY
    Bloomingdale, IL
    Lombard, IL
    Miami, FL
    Chicago, IL
    Chicago, IL
    Bloomingdale, IL
    Oak Brook, IL
    Lombard, IL
  • 2013-04-26 → 2023-05-09
    Morgan Stanley
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-04-25
S63 Uniform Securities Agent State Law Examination 2012-07-05
  • S66 Uniform Combined State Law Examination
    2013-04-25
  • S63 Uniform Securities Agent State Law Examination
    2012-07-05
Other Names
  • Vishal P Bhuta
  • Vishal P Bhuta
  • Vishal Prashant Bhuta
  • Vishal Bhuta

View on SEC IAPD

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