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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-18
  • TX RA
    APPROVED
    Since 2026-05-18

Branch Locations

Grapevine, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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 Westlake TX 02/2020 Present
Homemaker Grapevine TX 11/2015 02/2020
  • 02/2020 → Present
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 11/2015 → 02/2020
    Homemaker
    Grapevine, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-13
S63 Uniform Securities Agent State Law Examination 2020-06-11
  • S66 Uniform Combined State Law Examination
    2026-05-13
  • S63 Uniform Securities Agent State Law Examination
    2020-06-11
Other Names
  • Sudha Swaminathan
  • Sudha Swaminathan Das
  • Sudha S Das
  • Sudha S Das
  • Sudha Das

View on SEC IAPD

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