Puja Aggarwal

Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
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

San Ramon, CA • United States

1995 University Ave Ste 120, Berkeley, CA 94704-1049 • United States

2120 University Ave, Berkeley, CA 94704-1026 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fidelity Brokerage Services Llc	Berkeley	CA	07/2015	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

07/2015 → Present

Fidelity Brokerage Services Llc

Berkeley, CA
07/2018 → Present

Fidelity Personal And Workplace Advisors

Boston, MA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2018-07-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Boston, MA

San Ramon, CA

Berkeley, CA
2015-10-16 → 2018-07-13

Strategic Advisers Llc

Berkeley, CA
2015-04-08 → 2015-07-16

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Walnut Creek, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-04-06

S66 Uniform Combined State Law Examination

2015-04-06

Other Names

Puja S Aggarwal
Puja Sunil Aggarwal

View on SEC IAPD