Vikas Bansal

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

• 09/2022 → 04/2023
  Ameriprise Financial Services, Llc
  Las Vegas, NV
• 02/2015 → 02/2022
  Self Employed
  Los Angeles, CA
• 05/2023 → Present
  Fidelity Investments
  Las Vegas, NV
• 02/2022 → 02/2022
  Amazon
  Jacksonville, FL
• 07/2022 → 08/2022
  Eldorado Resorts
  Las Vegas, NV
• 03/2022 → 06/2022
  Unemployed
  Las Vegas, NV
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-08-01 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Las Vegas, NV
• 2023-02-06 → 2023-04-17
  Ameriprise Financial Services, Llc
  Las Vegas, NV

Exams

• S66 Uniform Combined State Law Examination
  2023-01-21

Other Names

• Ricky Bansal