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Akash E. Chauhan

Strategic Advisers LLC

Dublin, CA

Dublin, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

4500 A Tassajara Road, Dublin, CA 94568-4608 • United States

Dublin, CA • 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
Penumbra Inc Alameda CA 03/2019 06/2021
Wind River Systems Alameda CA 02/2015 03/2019
Northwestern Mutual Life Insurance Company Milwaukee WI 06/2021 12/2021
Northwestern Mutual Investment Services Llc Walnut Creek CA 06/2021 12/2021
Fidelity Investments Dublin CA 01/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2019 → 06/2021
    Penumbra Inc
    Alameda, CA
  • 02/2015 → 03/2019
    Wind River Systems
    Alameda, CA
  • 06/2021 → 12/2021
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 06/2021 → 12/2021
    Northwestern Mutual Investment Services Llc
    Walnut Creek, CA
  • 01/2022 → Present
    Fidelity Investments
    Dublin, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-04-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Dublin, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-11
S63 Uniform Securities Agent State Law Examination 2021-11-12
  • S65 Uniform Investment Adviser Law Examination
    2022-04-11
  • S63 Uniform Securities Agent State Law Examination
    2021-11-12
Other Names
  • Akash Chauhan

View on SEC IAPD

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FINCOP FINANCIAL PLANNING · DUBLIN, CA
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