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Kanak Agarwal

Strategic Advisers LLC

Fremont, CA

Mountain View, 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
TX RA APPROVED_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Fremont, CA • United States

2580 W El Camino Real Ste 9, Mountain View, CA 94040-1308 • 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
Wells Fargo Newark CA 08/2016 04/2017
Scottrade, Inc. Fremont CA 04/2017 01/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Leandro CA 01/2018 06/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated Castro Valley CA 06/2018 01/2021
Fidelity Investments Mountain View CA 01/2021 Present
Fidelity Investments Boston MA 03/2025 Present
Previous Registrations
  • 2021-01-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Mountain View, CA
  • 2018-01-19 → 2021-01-11
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    San Leandro, CA
    Castro Valley, CA
    San Leandro, CA
    Livermore, CA
    San Leandro, CA
    Fremont, CA
  • 2017-06-27 → 2018-01-22
    Scottrade Investment Management
    Saint Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-06-27
  • S66 Uniform Combined State Law Examination
    2017-06-27
Other Names
  • Kanak Aggarwal

View on SEC IAPD

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