Rajan Bedi

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2019 → 03/2020
  Jimbo'S
  Athens, GA
• 08/2017 → 08/2018
  Unemployed
  Athens, GA
• 05/2021 → 08/2022
  Unemployed
  Athens, GA
• 08/2018 → 12/2018
  Insomnia Cookies
  Athens, GA
• 01/2019 → 08/2019
  Unemployed
  Suwanee, GA
• 08/2016 → 12/2016
  Ruffalo Noel Levitz
  Athens, GA
• 05/2017 → 08/2017
  Elavon Inc, Subsidiary Of Us Bank
  Sandy Springs, GA
• 01/2017 → 05/2017
  Unemployed
  Athens, GA
• 01/2024 → Present
  Fidelity Investments
  Alpharetta, GA
• 08/2022 → 12/2023
  Miller Learning Center - Security Desk
  Athens, GA
• 03/2020 → 05/2021
  Abac Consulting
  Suwanee, GA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-05-16 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Alpharetta, GA

Exams

• S66 Uniform Combined State Law Examination
  2024-05-09