Inactive

Chandni Patel

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
MA	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

MA RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Boston, MA • United States

245 Summer Street, Boston, MA 02210-1129 • 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
Usny Bank	Geneva	NY	05/2019	04/2020
Fidelity Investments	Boston	MA	06/2020	Present
America Reads	Geneva	NY	01/2017	05/2017
America Reads	Geneva	NY	08/2018	12/2018
Hobart And William Smith Colleges	Geneva	NY	08/2017	12/2017
Shurfine Supermarket	Weedsport	NY	06/2017	08/2017
Hobart And William Smith Colleges	Geneva	NY	08/2016	05/2020
Fidelity Investments	Boston	MA	03/2025	Present

05/2019 → 04/2020

Usny Bank

Geneva, NY
06/2020 → Present

Fidelity Investments

Boston, MA
01/2017 → 05/2017

America Reads

Geneva, NY
08/2018 → 12/2018

America Reads

Geneva, NY
08/2017 → 12/2017

Hobart And William Smith Colleges

Geneva, NY
06/2017 → 08/2017

Shurfine Supermarket

Weedsport, NY
08/2016 → 05/2020

Hobart And William Smith Colleges

Geneva, NY
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-10-26 → 2025-03-31

Fidelity Personal And Workplace Advisors

Boston, MA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-10-29

S66 Uniform Combined State Law Examination

2020-10-29

Other Names

Chandni Kishor Patel
Chandni Patel

View on SEC IAPD

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