Gagan Pathak

Strategic Advisers LLC

San Francisco, CA

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-07-22
TX	RA	APPROVED	2025-07-22

CA RA
APPROVED

Since 2025-07-22
TX RA
APPROVED

Since 2025-07-22

Branch Locations

San Francisco, CA • United States

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

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

Organization	City	State	From	To
Jpmorgan Chase Bank, N.A.	Corte Madera	CA	10/2021	11/2023
J.P. Morgan Securities Llc	Corte Madera	CA	03/2022	11/2023
Staples	Pinole	CA	06/2020	08/2020
Holiday Retirement	Pinole	CA	08/2017	03/2018
Unemployed	Pinole	CA	09/2016	07/2017
Unemployed	Pinole	CA	04/2018	05/2020
Unemployed	Pinole	CA	09/2020	09/2021
Fidelity Brokerage Services Llc	Berkeley	CA	11/2023	Present

10/2021 → 11/2023

Jpmorgan Chase Bank, N.A.

Corte Madera, CA
03/2022 → 11/2023

J.P. Morgan Securities Llc

Corte Madera, CA
06/2020 → 08/2020

Staples

Pinole, CA
08/2017 → 03/2018

Holiday Retirement

Pinole, CA
09/2016 → 07/2017

Unemployed

Pinole, CA
04/2018 → 05/2020

Unemployed

Pinole, CA
09/2020 → 09/2021

Unemployed

Pinole, CA
11/2023 → Present

Fidelity Brokerage Services Llc

Berkeley, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-12-16
S63	Uniform Securities Agent State Law Examination	2022-06-02

S65 Uniform Investment Adviser Law Examination

2024-12-16
S63 Uniform Securities Agent State Law Examination

2022-06-02

View on SEC IAPD

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