Sunam Dhakal

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

• 12/2018 → Present
  Fidelity Brokerage Services Llc
  Westlake, TX
• 04/2017 → 11/2018
  Jp Food Mart
  Greensboro, NC
• 08/2016 → 04/2017
  N/A
  High Point, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA
• 03/2026 → Present
  Fidelity Brokerage Services, Llc
  Durham, NC
• 03/2026 → Present
  Strategic Advisers, Llc
  Durham, NC

Previous Registrations

• 2019-09-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-04-09
• S66 Uniform Combined State Law Examination
  2019-04-03