Neal Bhatia

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

FL RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Orlando, FL • United States

900 North Orlando Ave, Winter Park, FL 32789-2924 • 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 No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Unemployed	Denver	CO	11/2014	04/2017
Unlimited Pcs Inc	Aurora	CO	05/2017	07/2017
Unemployed	Centennial	CO	08/2017	03/2018
La Fitness	Palm Harbor	FL	04/2018	05/2018
Unemployed	Tampa	FL	06/2018	06/2018
Ninja Rmm	Clearwater	FL	07/2018	09/2018
Bci Integrated Solutions	Tampa	FL	10/2018	07/2020
Unemployed	Tampa	FL	08/2020	10/2020
Synergy Of Florida	Tampa	FL	11/2020	08/2021
Fidelity Investments	Jacksonville	FL	09/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

11/2014 → 04/2017

Unemployed

Denver, CO
05/2017 → 07/2017

Unlimited Pcs Inc

Aurora, CO
08/2017 → 03/2018

Unemployed

Centennial, CO
04/2018 → 05/2018

La Fitness

Palm Harbor, FL
06/2018 → 06/2018

Unemployed

Tampa, FL
07/2018 → 09/2018

Ninja Rmm

Clearwater, FL
10/2018 → 07/2020

Bci Integrated Solutions

Tampa, FL
08/2020 → 10/2020

Unemployed

Tampa, FL
11/2020 → 08/2021

Synergy Of Florida

Tampa, FL
09/2021 → Present

Fidelity Investments

Jacksonville, FL
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-01-10 → 2025-03-31

Fidelity Personal And Workplace Advisors

Altamonte Springs, FL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-07-06
S63	Uniform Securities Agent State Law Examination	2022-05-18

S65 Uniform Investment Adviser Law Examination

2023-07-06
S63 Uniform Securities Agent State Law Examination

2022-05-18