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Prashant Dholakia

Strategic Advisers LLC

Saratoga, CA

Campbell, 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_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Saratoga, CA • United States

851 East Hamilton Ave Ste 100, Campbell, CA 95008-0600 • 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
Wells Fargo Clearing Services, Llc Los Altos CA 07/2021 08/2022
Wells Fargo Bank, Na Los Altos CA 07/2021 08/2022
Bbva Usa Campbell CA 02/2021 07/2021
Wells Fargo Bank Los Altos CA 10/2019 02/2021
H&R Block Fremont CA 11/2018 04/2019
H&R Block San Jose CA 11/2017 04/2018
H&R Block Fremont CA 11/2016 04/2017
Unemployed Saratoga CA 04/2019 10/2019
Unemployed Saratoga CA 04/2018 11/2018
Unemployed Saratoga CA 04/2017 11/2017
Unemployed Saratoga CA 12/2014 11/2016
Fidelity Investments Campbell CA 08/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2021 → 08/2022
    Wells Fargo Clearing Services, Llc
    Los Altos, CA
  • 07/2021 → 08/2022
    Wells Fargo Bank, Na
    Los Altos, CA
  • 02/2021 → 07/2021
    Bbva Usa
    Campbell, CA
  • 10/2019 → 02/2021
    Wells Fargo Bank
    Los Altos, CA
  • 11/2018 → 04/2019
    H&R Block
    Fremont, CA
  • 11/2017 → 04/2018
    H&R Block
    San Jose, CA
  • 11/2016 → 04/2017
    H&R Block
    Fremont, CA
  • 04/2019 → 10/2019
    Unemployed
    Saratoga, CA
  • 04/2018 → 11/2018
    Unemployed
    Saratoga, CA
  • 04/2017 → 11/2017
    Unemployed
    Saratoga, CA
  • 12/2014 → 11/2016
    Unemployed
    Saratoga, CA
  • 08/2022 → Present
    Fidelity Investments
    Campbell, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Campbell, CA
  • 2021-12-03 → 2022-08-25
    Wells Fargo Clearing Services, Llc
    Los Altos, CA
    Palo Alto, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-03
  • S66 Uniform Combined State Law Examination
    2021-12-03
Designations
Other Names
  • Prashant Dholakia
  • Prashant A Dholakia
  • Prashant Anantrai Dholakia

View on SEC IAPD

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