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Geetanjali Joshi

Strategic Advisers LLC

Sunnyvale, CA

Sunnyvale, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-09
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-10-09
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

398 W. El Camino Real Suite 102, Sunnyvale, CA 94087-1398 • United States

Sunnyvale, 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
Unemployed Cupertino CA 06/2017 08/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Mateo CA 08/2022 10/2024
Geetanjali Joshi Pune 01/2006 06/2017
Fidelity Investments Sunnyvale CA 11/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2017 → 08/2022
    Unemployed
    Cupertino, CA
  • 08/2022 → 10/2024
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    San Mateo, CA
  • 01/2006 → 06/2017
    Geetanjali Joshi
    Pune
  • 11/2024 → Present
    Fidelity Investments
    Sunnyvale, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-11
  • S66 Uniform Combined State Law Examination
    2024-03-11
Other Names
  • Geetanjali Y Oak
  • Geetanjali V Joshi
  • Geetanjalivinay Joshi

View on SEC IAPD

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Other Investors

Melissa M Drago
MARTIN LOPEZ
RYAN MICHAEL BROWN
ABHISHEK GUPTA
Xiaosheng Mei
Anastasia J Schmidt
BENJAMIN JAY LUNDQUIST
ALEXANDER KILIAN ECKERT

Other Offices

CHARLES SCHWAB & CO., INC. · Sunnyvale, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Sunnyvale, CA
LPL FINANCIAL LLC · SUNNYVALE, CA
EDWARD JONES · SUNNYVALE, CA
SV TECH VENTURES, INC. · SUNNYVALE, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Sunnyvale, CA
U.S. BANCORP ADVISORS, LLC · Sunnyvale, CA
J.P. MORGAN SECURITIES LLC · SUNNYVALE, CA

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