Best Investors Account Sign in

Vick Agarwal

Strategic Advisers LLC

Sammamish, WA

Redmond, WA

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-08-12
WA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-08-12
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Sammamish, WA • United States

7425 166Th Avenue Ne Suite C137, Redmond, WA 98052-7849 • 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
Microsoft Corporation Redmmond WA 02/2007 05/2023
Fidelity Investments Redmond WA 01/2024 Present
Unemployed Sammamish WA 05/2023 12/2023
Fidelity Investments Boston MA 03/2025 Present
  • 02/2007 → 05/2023
    Microsoft Corporation
    Redmmond, WA
  • 01/2024 → Present
    Fidelity Investments
    Redmond, WA
  • 05/2023 → 12/2023
    Unemployed
    Sammamish, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-03-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Redmond, WA
  • 2022-03-08 → 2023-01-03
    One Day Wealth
    Sammamish, WA
    Seattle, WA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-03-15
S65 Uniform Investment Adviser Law Examination 2022-01-31
  • S63 Uniform Securities Agent State Law Examination
    2024-03-15
  • S65 Uniform Investment Adviser Law Examination
    2022-01-31

View on SEC IAPD

More in Sammamish, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor