Anjali Khatwani

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	2026-01-08
PA	RA	APPROVED	2025-05-09

TX RA
APPROVED

Since 2026-01-08
PA RA
APPROVED

Since 2025-05-09

Branch Locations

1520 Main St Ste 201, Warrington, PA 18976-3406 • United States

Newtown, PA • 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
Long Ridge Partners	New York City	NY	05/2023	08/2023
Fidelity Investments	Warrington	PA	08/2024	Present
Unemployed	Newtown	PA	06/2020	08/2020
Ann Taylor Loft	King Of Prussia	PA	06/2022	08/2022
Unemployed	Newtown	PA	05/2024	07/2024
Full-Time Student	Newtown	PA	09/2008	06/2020
Isaac Newton'S Bar And Grill	Newtown	PA	05/2019	03/2020
Full-Time Education	State College	PA	08/2020	05/2024
Penn State Recreation Center	State College	PA	10/2022	05/2024

05/2023 → 08/2023

Long Ridge Partners

New York City, NY
08/2024 → Present

Fidelity Investments

Warrington, PA
06/2020 → 08/2020

Unemployed

Newtown, PA
06/2022 → 08/2022

Ann Taylor Loft

King Of Prussia, PA
05/2024 → 07/2024

Unemployed

Newtown, PA
09/2008 → 06/2020

Full-Time Student

Newtown, PA
05/2019 → 03/2020

Isaac Newton'S Bar And Grill

Newtown, PA
08/2020 → 05/2024

Full-Time Education

State College, PA
10/2022 → 05/2024

Penn State Recreation Center

State College, PA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-05-05

S66 Uniform Combined State Law Examination

2025-05-05

View on SEC IAPD

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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Other Investors

ANDREW MICHAEL SOLTYS

GARRET M. QUALLET

RILEY DANIELLE FANTOZZI

JEFFERY BALISTRERI-BRENNER

CHRISTOPHER B. SMITH

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Warrington, PA

AMERIPRISE FINANCIAL SERVICES, LLC · WARRINGTON, PA

LPL FINANCIAL LLC · WARRINGTON, PA

KEY INVESTMENT SERVICES LLC · Warrington, PA

J.P. MORGAN SECURITIES LLC · Warrington, PA

LPL FINANCIAL LLC · WARMINSTER, PA

CETERA INVESTMENT ADVISERS LLC · WARRINGTON, PA

LPL ENTERPRISE, LLC · WARRINGTON, PA

More in Warrington, PA

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