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Shinta Halim

Strategic Advisers LLC

San Francisco, CA

San Francisco, 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

8 Montgomery St, San Francisco, CA 94104-4625 • United States

San Francisco, 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 San Bruno CA 03/2014 05/2021
Fidelity Investments San Francisco CA 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2014 → 05/2021
    J.P. Morgan Securities Llc
    San Bruno, CA
  • 06/2021 → Present
    Fidelity Investments
    San Francisco, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-06-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    San Francisco, CA
  • 2014-04-04 → 2021-06-03
    J.P. Morgan Securities Llc
    San Bruno, CA
    San Francisco, CA
    San Mateo, CA
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
  • 2011-08-10 → 2014-04-01
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Palo Alto, CA
    Menlo Park, CA
    Sunnyvale, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-08-09
  • S66 Uniform Combined State Law Examination
    2011-08-09
Other Names
  • Shinta Lim
  • Shinta Halim
  • Shinta Lim
  • Shinta Agustina Halim

View on SEC IAPD

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MARK ALLAN ANDERSON
RALPH MELVILLE DRYBROUGH
PAUL ROBERT TOUCHSTONE
Jacob David Mahoney
ROBIN TICKNOR BRINCKERHOFF

Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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