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Shruti Mehta

Strategic Advisers LLC

Plano, TX

Frisco, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

5905 Legacy Dr Suite A100, Plano, TX 75024-4118 • United States

Frisco, TX • 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
Bbva Compass Insurance Agency Inc. Austin TX 02/2016 09/2020
Compass Bank Frisco TX 05/2015 09/2020
Bbva Securities, Inc. Plano TX 07/2018 09/2020
Fidelity Brokerage Services Llc Plano TX 10/2021 Present
Unemployed Frisco TX 09/2020 10/2021
Fidelity Investments Boston MA 03/2025 Present
  • 02/2016 → 09/2020
    Bbva Compass Insurance Agency Inc.
    Austin, TX
  • 05/2015 → 09/2020
    Compass Bank
    Frisco, TX
  • 07/2018 → 09/2020
    Bbva Securities, Inc.
    Plano, TX
  • 10/2021 → Present
    Fidelity Brokerage Services Llc
    Plano, TX
  • 09/2020 → 10/2021
    Unemployed
    Frisco, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-03-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Plano, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-07
S63 Uniform Securities Agent State Law Examination 2019-06-07
  • S66 Uniform Combined State Law Examination
    2022-03-07
  • S63 Uniform Securities Agent State Law Examination
    2019-06-07

View on SEC IAPD

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