Saumya Batra

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-02-05
CA	RA	APPROVED	2025-05-15

TX RA
APPROVED

Since 2026-02-05
CA RA
APPROVED

Since 2025-05-15

Branch Locations

Dublin, CA • United States

4500 A Tassajara Road, Dublin, CA 94568-4608 • 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

Organization	City	State	From	To
Anthropologie	Palo Alto	CA	10/2016	12/2016
Unemployed - H4 Dependent Visa	San Francisco	CA	11/2012	09/2016
Unemployed	Dublin	CA	05/2023	10/2024
Wells Fargo Clearing Services Llc	Foster City	CA	06/2019	06/2022
Wells Fargo Bank Na	Foster City	CA	01/2018	05/2019
Wells Fargo Bank N.	Foster City	CA	07/2022	04/2023
Wells Fargo Bank N.	Foster City	CA	01/2017	12/2017
Fidelity Investments	Dublin	CA	10/2024	Present

10/2016 → 12/2016

Anthropologie

Palo Alto, CA
11/2012 → 09/2016

Unemployed - H4 Dependent Visa

San Francisco, CA
05/2023 → 10/2024

Unemployed

Dublin, CA
06/2019 → 06/2022

Wells Fargo Clearing Services Llc

Foster City, CA
01/2018 → 05/2019

Wells Fargo Bank Na

Foster City, CA
07/2022 → 04/2023

Wells Fargo Bank N.

Foster City, CA
01/2017 → 12/2017

Wells Fargo Bank N.

Foster City, CA
10/2024 → Present

Fidelity Investments

Dublin, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-05-09
S63	Uniform Securities Agent State Law Examination	2019-07-09

S66 Uniform Combined State Law Examination

2025-05-09
S63 Uniform Securities Agent State Law Examination

2019-07-09

View on SEC IAPD

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