Ashishkumar Kiritkumar Patel

Strategic Advisers LLC

Jacksonville, FL

Jacksonville, FL

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

FL RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Jacksonville, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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
Fidelity Investments	Jacksonville	FL	08/2022	Present
Unemployed	Jacksonville	FL	04/2022	08/2022
Newrez Llc	Jacksonville	FL	04/2021	03/2022
Unemployed	Jacksonville	FL	02/2020	04/2021
Psbg Llc Dba On The Fly # 353	Jacksonville	FL	04/2017	02/2020
Pharmakon Llc Dbaduval Pharmacy	Jacksonville	FL	08/2011	03/2017
Fidelity Investments	Boston	MA	03/2025	Present

08/2022 → Present

Fidelity Investments

Jacksonville, FL
04/2022 → 08/2022

Unemployed

Jacksonville, FL
04/2021 → 03/2022

Newrez Llc

Jacksonville, FL
02/2020 → 04/2021

Unemployed

Jacksonville, FL
04/2017 → 02/2020

Psbg Llc Dba On The Fly # 353

Jacksonville, FL
08/2011 → 03/2017

Pharmakon Llc Dbaduval Pharmacy

Jacksonville, FL
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-01-10 → 2025-03-31

Fidelity Personal And Workplace Advisors

Jacksonville, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-12-13

S66 Uniform Combined State Law Examination

2022-12-13

Other Names

Ashishkumar Kiritkumar Patel
Ashish Kiritkumar Patel
Ashishkumar Patel

View on SEC IAPD

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