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Atanu Bose

Strategic Advisers LLC

Sunnyvale, 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 2025-12-02
TX RA APPROVED_RES 2025-12-02
  • CA RA
    APPROVED
    Since 2025-12-02
  • TX RA
    APPROVED_RES
    Since 2025-12-02

Branch Locations

Sunnyvale, 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
Unemployed Sunnyvale CA 02/2025 03/2025
Charles Schwab & Co Omaha NE 04/2024 01/2025
Axa Advisors, Llc New York NY 10/2018 10/2019
Wells Fargo Clearing Services, Llc West Valley City UT 02/2020 06/2020
Kotak Mahindra Bank Ltd Bangalore 10/2015 03/2017
Fidelity Investments San Jose CA 04/2024 Present
Wells Fargo Bank, Na West Jordan UT 04/2022 09/2023
Unemployed South Jordan UT 09/2023 03/2024
Wells Fargo Clearing Services, Llc West Jordan UT 04/2022 09/2023
Unemployed Salt Lake City UT 04/2018 10/2018
Motilal Oswal Financial Services Ltd Bangalore 04/2017 03/2018
Unemployed Salt Lake City UT 07/2020 03/2022
Everise Salt Lake City UT 08/2019 01/2020
  • 02/2025 → 03/2025
    Unemployed
    Sunnyvale, CA
  • 04/2024 → 01/2025
    Charles Schwab & Co
    Omaha, NE
  • 10/2018 → 10/2019
    Axa Advisors, Llc
    New York, NY
  • 02/2020 → 06/2020
    Wells Fargo Clearing Services, Llc
    West Valley City, UT
  • 10/2015 → 03/2017
    Kotak Mahindra Bank Ltd
    Bangalore
  • 04/2024 → Present
    Fidelity Investments
    San Jose, CA
  • 04/2022 → 09/2023
    Wells Fargo Bank, Na
    West Jordan, UT
  • 09/2023 → 03/2024
    Unemployed
    South Jordan, UT
  • 04/2022 → 09/2023
    Wells Fargo Clearing Services, Llc
    West Jordan, UT
  • 04/2018 → 10/2018
    Unemployed
    Salt Lake City, UT
  • 04/2017 → 03/2018
    Motilal Oswal Financial Services Ltd
    Bangalore
  • 07/2020 → 03/2022
    Unemployed
    Salt Lake City, UT
  • 08/2019 → 01/2020
    Everise
    Salt Lake City, UT
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-07-25
  • S66 Uniform Combined State Law Examination
    2019-07-25

View on SEC IAPD

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