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Puja Gowda

Strategic Advisers LLC

Holliston, MA

Smithfield, RI

CRD 8051432

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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

AuthorityCategoryStatusDate
MA RA APPROVED 2025-12-19
RI RA APPROVED 2025-12-11
TX RA APPROVED 2025-12-11
  • MA RA
    APPROVED
    Since 2025-12-19
  • RI RA
    APPROVED
    Since 2025-12-11
  • TX RA
    APPROVED
    Since 2025-12-11

Branch Locations

Holliston, MA • United States

900 Salem Street, Smithfield, RI 02917-1243 • 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
Ihop Framingham MA 06/2021 08/2021
Case Western Reserve University Cleveland OH 05/2022 05/2024
Case Western University Cleveland OH 08/2020 05/2024
Holliston High School Holliston MA 08/2016 08/2020
Unemployed Cleveland OH 05/2024 04/2025
Equitable Advisors, Llc. New York NY 04/2025 10/2025
Fidelity Investments Smithfield RI 10/2025 Present
  • 06/2021 → 08/2021
    Ihop
    Framingham, MA
  • 05/2022 → 05/2024
    Case Western Reserve University
    Cleveland, OH
  • 08/2020 → 05/2024
    Case Western University
    Cleveland, OH
  • 08/2016 → 08/2020
    Holliston High School
    Holliston, MA
  • 05/2024 → 04/2025
    Unemployed
    Cleveland, OH
  • 04/2025 → 10/2025
    Equitable Advisors, Llc.
    New York, NY
  • 10/2025 → Present
    Fidelity Investments
    Smithfield, RI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-31
  • S66 Uniform Combined State Law Examination
    2025-01-31
Other Names
  • Puja Gowda
  • Puja B Gowda

View on SEC IAPD

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