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Manjinder Sahota

Strategic Advisers LLC

Sacramento, CA

Sacramento, 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 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Sacramento, CA • United States

2277 Fair Oaks Blvd Stes 150, 155, Sacramento, CA 95825-5598 • 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
Bbva Securities Inc Sacramento CA 10/2017 02/2020
Compass Bank Birmingham AL 08/2017 02/2020
Union Bank Investments Galt CA 05/2016 08/2017
Mufg Union Bank Galt CA 04/2016 08/2017
Bbva Compass Insurance Agnecy Inc Austin TX 09/2017 02/2020
Fidelity Brokerage Services Llc Sacramento CA 03/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2017 → 02/2020
    Bbva Securities Inc
    Sacramento, CA
  • 08/2017 → 02/2020
    Compass Bank
    Birmingham, AL
  • 05/2016 → 08/2017
    Union Bank Investments
    Galt, CA
  • 04/2016 → 08/2017
    Mufg Union Bank
    Galt, CA
  • 09/2017 → 02/2020
    Bbva Compass Insurance Agnecy Inc
    Austin, TX
  • 03/2020 → Present
    Fidelity Brokerage Services Llc
    Sacramento, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-11-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Sacramento, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-01
S63 Uniform Securities Agent State Law Examination 2014-09-04
  • S66 Uniform Combined State Law Examination
    2021-11-01
  • S63 Uniform Securities Agent State Law Examination
    2014-09-04
Other Names
  • Manny Singh Sahota
  • Manny Sahota
  • Manjinder Singh Sahota
  • Manjinder S Sahota
  • Manjinder Sahota

View on SEC IAPD

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