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Kunal Sharma

Strategic Advisers LLC

Pasadena, CA

Pasadena, CA

Los Angeles, 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_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

155 N Lake Avenue, Pasadena, CA 91101-1848 • United States

123-127 South Lake Ave., Pasadena, CA 91101-2604 • United States

Los Angeles, 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
J.P. Morgan Securities Llc Marina Del Rey CA 10/2012 07/2022
Wells Fargo Clearing Services Pasadena CA 07/2022 09/2023
Fidelity Investments Pasadena CA 01/2024 Present
Unemployed Los Angeles CA 10/2023 12/2023
Fidelity Investments Boston MA 03/2025 Present
  • 10/2012 → 07/2022
    J.P. Morgan Securities Llc
    Marina Del Rey, CA
  • 07/2022 → 09/2023
    Wells Fargo Clearing Services
    Pasadena, CA
  • 01/2024 → Present
    Fidelity Investments
    Pasadena, CA
  • 10/2023 → 12/2023
    Unemployed
    Los Angeles, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-02-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Pasadena, CA
  • 2022-08-16 → 2023-09-25
    Wells Fargo Clearing Services, Llc
    Pasadena, CA
    St. Louis, MO
    Pasadena, CA
  • 2018-08-15 → 2022-07-18
    J.P. Morgan Securities Llc
    Marina Del Rey, CA
    Marina Del Rey, CA
    Culver City, CA
    Marina Del Rey, CA
    Los Angeles, CA
    Culver City, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-08
S63 Uniform Securities Agent State Law Examination 2009-03-31
  • S66 Uniform Combined State Law Examination
    2018-08-08
  • S63 Uniform Securities Agent State Law Examination
    2009-03-31

View on SEC IAPD

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Other Offices

CMR CAPITAL MANAGEMENT, LLC · PASADENA, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PASADENA, CA
STRATEGY ASSET MANAGERS L.L.C. · PASADENA, CA
MML INVESTORS SERVICES, LLC · Pasadena, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PASADENA, CA
NASDAQ DORSEY WRIGHT · Pasadena, CA
U.S. BANCORP ADVISORS, LLC · Pasadena, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Pasadena, CA

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