Best Investors Account Sign in

Shailly Misra

Strategic Advisers LLC

Bloomfield Hills, MI

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Bloomfield Hills, MI • 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
J.P.MOrgan Securities Llc Bloomfield Hills MI 05/2019 10/2019
Jp Morgan Bank ,N.A. Bloomfield Hills MI 05/2019 10/2019
Fifth Third Bank Troy MI 02/2016 05/2019
Superior National Bank ( Previously Main Street Bank) Troy MI 10/2019 04/2021
Fidelity Investments Covington KY 04/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2019 → 10/2019
    J.P.MOrgan Securities Llc
    Bloomfield Hills, MI
  • 05/2019 → 10/2019
    Jp Morgan Bank ,N.A.
    Bloomfield Hills, MI
  • 02/2016 → 05/2019
    Fifth Third Bank
    Troy, MI
  • 10/2019 → 04/2021
    Superior National Bank ( Previously Main Street Bank)
    Troy, MI
  • 04/2021 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-07-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
  • 2019-08-26 → 2019-10-23
    J.P. Morgan Securities Llc
    Bloomfield Hills, MI
Other Businesses

OBA-116330|OrgNmn:Rental Income|Org Addr:Lake orion,Michigan,US|OBA Nature:Its only rental income which w|Invst Rel:Y|Title:landlord|Duties:none|StrtDt:01-01-25|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-14
  • S66 Uniform Combined State Law Examination
    2019-08-14
Other Names
  • Shailly Pandey

View on SEC IAPD

More in Bloomfield Hills, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor