Sidhant Swami Raote

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

• 07/2014 → 01/2017
  Gettysburg College
  Gettysburg, PA
• 01/2017 → 05/2018
  Unemployed
  Washington Dc, DC
• 05/2018 → 04/2021
  University Of North Florida
  Jacksonville, FL
• 06/2019 → 08/2019
  Walgreens
  Jacksonville, FL
• 03/2021 → 07/2021
  Best Buy
  Jacksonville, FL
• 07/2021 → Present
  Fidelity Investments
  Jacksonville, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-03-26 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL

Other Businesses

OBA-100990|OrgNmn:LGNDPlaysWoT|Org Addr:Jacksonvil,Florida,US|OBA Nature:This will be a YouTube channel|Invst Rel:N|Title:YouTuber|Duties:I will need to play the game "World of Tanks" with a high level of skill and once I have fantastic game replays, I will have to go through the|StrtDt:10-31-23|TotHrs/mon:20|TrdHrs/mon:20|

Exams

• S66 Uniform Combined State Law Examination
  2024-02-02
• S63 Uniform Securities Agent State Law Examination
  2021-12-08

Other Names

• Sidhant Swami Raote
• Sidhant Raote