Karanvir Singh Dhillon

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

• 06/2014 → 12/2022
  Dhillon Transport
  Puyallup, WA
• 09/2015 → 06/2017
  Pierce College
  Puyallup, WA
• 01/2018 → 06/2020
  University Of Washington
  Tacoma, WA
• 06/2019 → 05/2020
  Onemain Financial
  Auburn, WA
• 05/2020 → 09/2020
  Unemployment
  Puyallup, WA
• 09/2020 → 12/2022
  Citywide Home Loans
  Seattle, WA
• 09/2014 → 06/2017
  Rogers High School
  Puyallup, WA
• 01/2023 → Present
  Fidelity
  Tukwila, WA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-06-07 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Tukwila, WA

Exams

• S66 Uniform Combined State Law Examination
  2023-05-25