Amruta Sanjay Gupte

Strategic Advisers LLC

CRD 7987594

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (investment companies)
Portfolio management (institutions)
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-04-03
WI	RA	APPROVED	2025-05-06

TX RA
APPROVED

Since 2026-04-03
WI RA
APPROVED

Since 2025-05-06

Branch Locations

Verona, WI • United States

8235 Greenway Blvd, Middleton, WI 53562-3581 • 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
Unemployed	Verona	WI	08/2024	09/2024
Unemployed	Niskayuna	NY	03/2016	04/2017
Fidelity Investments	Middleton	WI	09/2024	Present
Unemployed	Madison	WI	04/2017	03/2022
Uw Credit Union	Fitchburg	WI	03/2022	08/2024

08/2024 → 09/2024

Unemployed

Verona, WI
03/2016 → 04/2017

Unemployed

Niskayuna, NY
09/2024 → Present

Fidelity Investments

Middleton, WI
04/2017 → 03/2022

Unemployed

Madison, WI
03/2022 → 08/2024

Uw Credit Union

Fitchburg, WI

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-05-01

S66 Uniform Combined State Law Examination

2025-05-01

Other Names

Amruta S Gupte
Amruta Gupte

View on SEC IAPD

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