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Altynay Kosherbek

Strategic Advisers LLC

San Jose, CA

Campbell, CA

CRD 7449196

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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:

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

San Jose, CA • United States

851 East Hamilton Ave Ste 100, Campbell, CA 95008-0600 • 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
Fidelity Investments Salt Lake City UT 09/2021 Present
Inforight Salt Lake City UT 04/2021 09/2021
Physioelite Salt Lake City UT 09/2020 04/2021
Clearlink Salt Lake City UT 06/2020 09/2020
Beedynamic Salt Lake City UT 06/2018 05/2020
Westminster College Salt Lake City UT 08/2015 05/2018
Fidelity Investments Boston MA 03/2025 Present
  • 09/2021 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 04/2021 → 09/2021
    Inforight
    Salt Lake City, UT
  • 09/2020 → 04/2021
    Physioelite
    Salt Lake City, UT
  • 06/2020 → 09/2020
    Clearlink
    Salt Lake City, UT
  • 06/2018 → 05/2020
    Beedynamic
    Salt Lake City, UT
  • 08/2015 → 05/2018
    Westminster College
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-04-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-14
  • S66 Uniform Combined State Law Examination
    2022-03-14

View on SEC IAPD

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