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Purnima Kashyap

Strategic Advisers LLC

Walnut Creek, CA

American Canyon, 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

2001 North Main Street Three Ygnacio Center, Ste 100, Walnut Creek, CA 94596-7235 • United States

American Canyon, 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 Hayward CA 09/2019 11/2021
Bank Of America, N.A. Hayward CA 09/2019 11/2021
Ross Fremont CA 05/2014 09/2019
University Of California, Davis Davis CA 09/2014 06/2019
Fidelity Investments Walnut Creek CA 11/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2019 → 11/2021
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Hayward, CA
  • 09/2019 → 11/2021
    Bank Of America, N.A.
    Hayward, CA
  • 05/2014 → 09/2019
    Ross
    Fremont, CA
  • 09/2014 → 06/2019
    University Of California, Davis
    Davis, CA
  • 11/2021 → Present
    Fidelity Investments
    Walnut Creek, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-01-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Walnut Creek, CA
  • 2021-01-20 → 2021-11-29
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Fremont, CA
    Fremont, CA
    Hayward, CA
    New York, NY
    American Canyon, CA
    Napa, CA
    American Canyon, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-14
  • S66 Uniform Combined State Law Examination
    2021-01-14

View on SEC IAPD

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Other Offices

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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

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