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Sonal Tiwari

Strategic Advisers LLC

San Jose, CA

Los Gatos, CA

CRD 7662825

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-08
CA RA APPROVED 2025-07-14
  • TX RA
    APPROVED
    Since 2026-01-08
  • CA RA
    APPROVED
    Since 2025-07-14

Branch Locations

San Jose, CA • United States

434 N Santa Cruz Ave, Los Gatos, CA 95030-5321 • 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
H& R Block San Jose CA 01/2019 04/2019
Fidelity Investments Los Gatos CA 06/2025 Present
H& R Block San Jose CA 12/2019 02/2020
Unemployed San Jose CA 05/2014 10/2017
H& R Block San Jose CA 07/2019 12/2019
Ubs Financial Services San Jose CA 05/2024 06/2025
Union School District San Jose CA 10/2017 04/2024
H& R Block San Jose CA 02/2020 04/2020
Bank Of America , Merrill Lynch Palo Alto CA 11/2022 03/2023
  • 01/2019 → 04/2019
    H& R Block
    San Jose, CA
  • 06/2025 → Present
    Fidelity Investments
    Los Gatos, CA
  • 12/2019 → 02/2020
    H& R Block
    San Jose, CA
  • 05/2014 → 10/2017
    Unemployed
    San Jose, CA
  • 07/2019 → 12/2019
    H& R Block
    San Jose, CA
  • 05/2024 → 06/2025
    Ubs Financial Services
    San Jose, CA
  • 10/2017 → 04/2024
    Union School District
    San Jose, CA
  • 02/2020 → 04/2020
    H& R Block
    San Jose, CA
  • 11/2022 → 03/2023
    Bank Of America , Merrill Lynch
    Palo Alto, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-19
  • S66 Uniform Combined State Law Examination
    2025-04-19

View on SEC IAPD

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