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Kunj J. Kashyap

Strategic Advisers LLC

Campbell, CA

San Jose, 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 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

851 East Hamilton Ave Ste 100, Campbell, CA 95008-0600 • United States

San Jose, 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Murrieta CA 04/2018 11/2021
Bank Of America, N.A. Murrieta CA 04/2018 11/2021
Bank Of America Milpitas CA 04/2018 07/2019
Citibank Newark CA 11/2017 04/2018
Uc Davis School Attending Davis CA 09/2015 09/2017
Fidelity Investments Campbell CA 11/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2018 → 11/2021
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Murrieta, CA
  • 04/2018 → 11/2021
    Bank Of America, N.A.
    Murrieta, CA
  • 04/2018 → 07/2019
    Bank Of America
    Milpitas, CA
  • 11/2017 → 04/2018
    Citibank
    Newark, CA
  • 09/2015 → 09/2017
    Uc Davis School Attending
    Davis, CA
  • 11/2021 → Present
    Fidelity Investments
    Campbell, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-01-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Campbell, CA
  • 2019-11-05 → 2021-11-30
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    San Jose, CA
    Murrieta, CA
    New York, NY
    Mountain View, CA
    San Jose, CA
    Santa Clara, CA
    Sunnyvale, CA
    San Jose, CA
    Sunnyvale, CA
    Mountain View, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-04
  • S66 Uniform Combined State Law Examination
    2019-11-04
Other Names
  • Jay Kashyap
  • Kunj Kashyap

View on SEC IAPD

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Other Offices

MONTAGE CAPITAL · CAMPBELL, CA
LPL FINANCIAL LLC · CAMPBELL, CA
BEACON POINTE ADVISORS, LLC · CAMPBELL, CA
CETERA INVESTMENT ADVISERS LLC · CAMPBELL, CA
PRIVATE ADVISOR GROUP, LLC · Campbell, CA
BEACON POINTE ADVISORS, LLC · Campbell, CA
BEACON POINTE ADVISORS, LLC · Campbell, CA
BEACON POINTE ADVISORS, LLC · Campbell, CA

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