Madhuvanti Mali

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → 05/2017
  Bbva Securities Inc.
  Corona, CA
• 06/2015 → 05/2017
  Bbva Compass Insurance Agency, Inc.
  Corona, CA
• 06/2017 → 04/2019
  Jp Morgan Securities, Llc
  Corona, CA
• 05/2019 → 12/2019
  Axa Advisors, Llc
  New York, NY
• 01/2021 → 06/2021
  Intuit
  Riverside, CA
• 10/2019 → 06/2021
  Self Employed - Sole Proprietor
  Riverside, CA
• 12/2019 → 02/2020
  New York Life
  Riverside, CA
• 07/2021 → Present
  Fidelity Investments
  Covington, KY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-09-08 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Covington, KY
• 2019-10-03 → 2019-12-20
  Equitable Advisors, Llc
  Irvine, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-10-01
• S63 Uniform Securities Agent State Law Examination
  2014-04-01

Other Names

• Madhuvanti Rugnath Makwana
• Madhuvanti V Mali
• Madhuvanti Vijay Mali
• Madhuvanti Mali