Tanmeeka Ahuja

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → 05/2018
  Atlantic Coast High School
  Jacksonville, FL
• 09/2017 → 12/2018
  Chipotle
  Jacksonville, FL
• 01/2018 → 05/2018
  Panera Bread
  Jacksonville, FL
• 01/2020 → 06/2020
  Panera Bread
  Jacksonville, FL
• 08/2018 → 10/2019
  Gulani Vision Institute
  Jacksonville, FL
• 10/2019 → 10/2020
  Scribe Solutions
  Jacksonville, FL
• 10/2020 → 11/2021
  Mayo Clinic
  Jacksonville, FL
• 05/2021 → 08/2021
  Publix Pharmacy
  Jacksonville, FL
• 11/2021 → 05/2022
  Unemployed
  Jacksonville, FL
• 05/2022 → Present
  Fidelity Investments
  Jacksonville, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-01-18 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  New York, NY
  Jacksonville, FL

Other Businesses

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Exams

• S66 Uniform Combined State Law Examination
  2023-01-11

Other Names

• Tanmeeka Kaur Ahuja
• Tanmeeka Ahuja