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Vishaal Rupani

Strategic Advisers LLC

Antioch, Ca 94531-9136, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Antioch, Ca 94531-9136, 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
Jett Sf Transportation Union City CA 03/2016 06/2020
Northwestern Mutual Life Insurance Company Milwaukee WI 06/2020 03/2021
Northwestern Mutual Investment Services Llc Walnut Creek CA 08/2020 03/2021
Fidelity Brokerage Services San Francisco CA 03/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2016 → 06/2020
    Jett Sf Transportation
    Union City, CA
  • 06/2020 → 03/2021
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 08/2020 → 03/2021
    Northwestern Mutual Investment Services Llc
    Walnut Creek, CA
  • 03/2021 → Present
    Fidelity Brokerage Services
    San Francisco, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-06-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    San Francisco, CA
Other Businesses

OBA-18494|OrgNmn:Instacart|Org Addr:San Franci,California,US|OBA Nature:Food delivery|Invst Rel:N|Title:Shopper|Duties:I shop groceries for customers and deliver them to customers. It is a food delivery service.|StrtDt:03-02-20|TotHrs/mon:20|TrdHrs/mon:0|OBA-101508|OrgNmn:Vishaal Rupani|Org Addr:Antioch, C,California,US|OBA Nature:Freelance Software Development|Invst Rel:N|Title:Independent Contractor|Duties:Freelance Software Development-I will be working as a part time software developer consultant creating user roles in the SAP software for clie|StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-15
S63 Uniform Securities Agent State Law Examination 2020-12-26
  • S65 Uniform Investment Adviser Law Examination
    2021-06-15
  • S63 Uniform Securities Agent State Law Examination
    2020-12-26
Other Names
  • Vishaal J Rupani
  • Vishaal Rupani

View on SEC IAPD

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