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Sumeet Nijjar

Strategic Advisers LLC

Palo Alto, CA

Oakdale, CA

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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

251 University Avenue, Palo Alto, CA 94301-1714 • United States

Oakdale, CA • 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
Staples Natick MA 08/2016 06/2018
Chiptole Natick MA 05/2019 08/2019
Fedex Natick MA 05/2020 05/2020
Talon Security Natick MA 06/2020 12/2020
Natick Public Schools Natick MA 09/2007 05/2019
Boston College Brighton MA 08/2019 05/2022
Fidelity Investments Merrimack NH 05/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 06/2018
    Staples
    Natick, MA
  • 05/2019 → 08/2019
    Chiptole
    Natick, MA
  • 05/2020 → 05/2020
    Fedex
    Natick, MA
  • 06/2020 → 12/2020
    Talon Security
    Natick, MA
  • 09/2007 → 05/2019
    Natick Public Schools
    Natick, MA
  • 08/2019 → 05/2022
    Boston College
    Brighton, MA
  • 05/2022 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Palo Alto, CA
Other Businesses

OBA-107516|OrgNmn:Miracle Gardens and Farms|Org Addr:Farmington,California,US|OBA Nature:Farm|Invst Rel:N|Title:Helper maybe, I don't have a posi|Duties:Help with everything, Landscaping, cleaning, etc|StrtDt:|TotHrs/mon:80|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-20
S63 Uniform Securities Agent State Law Examination 2022-08-15
  • S65 Uniform Investment Adviser Law Examination
    2023-12-20
  • S63 Uniform Securities Agent State Law Examination
    2022-08-15
Other Names
  • Sumeet Singh Nijjar
  • Sumeet Nijjar

View on SEC IAPD

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WELLS FARGO CLEARING SERVICES, LLC · PALO ALTO, CA
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