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Sonia Khanna

Strategic Advisers LLC

Coraopolis, PA

CRD 6560620

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Coraopolis, PA • 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
Raymond James Financial Services, Inc Pittsburgh PA 09/2015 06/2021
Thakar Financial Llc Pittsburgh PA 09/2015 06/2021
Fidelity Investments Pittsburgh PA 10/2021 Present
Unemployed Coraopolis PA 07/2021 09/2021
Fidelity Investments Boston MA 03/2025 Present
  • 09/2015 → 06/2021
    Raymond James Financial Services, Inc
    Pittsburgh, PA
  • 09/2015 → 06/2021
    Thakar Financial Llc
    Pittsburgh, PA
  • 10/2021 → Present
    Fidelity Investments
    Pittsburgh, PA
  • 07/2021 → 09/2021
    Unemployed
    Coraopolis, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-12-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Coraopolis, PA
    Merrimack, NH
Other Businesses

OBA-110721|OrgNmn:Sewickley Academy|Org Addr:Sewickley,Pennsylvan,US|OBA Nature:Educational Institute (Private|Invst Rel:N|Title:Member of Sewickley Academy Board|Duties:Member of BOT to work on school's strategic activity|StrtDt:07-31-26|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-21
  • S66 Uniform Combined State Law Examination
    2021-05-21
Other Names
  • Sonia Chowdhry

View on SEC IAPD

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