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Amish Giri

Strategic Advisers LLC

Seattle, WA

Seattle, WA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
WA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Seattle, WA • United States

1518 6Th Ave, Seattle, WA 98101-1706 • 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
University Of Connecticut Storrs CT 08/2014 05/2018
Brown Brothers Harriman Jersey City NJ 06/2017 08/2017
University Of Connecticut Storrs CT 09/2015 05/2017
Fidelity Brokerage Services Llc Merrimack NH 06/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2014 → 05/2018
    University Of Connecticut
    Storrs, CT
  • 06/2017 → 08/2017
    Brown Brothers Harriman
    Jersey City, NJ
  • 09/2015 → 05/2017
    University Of Connecticut
    Storrs, CT
  • 06/2018 → Present
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-01-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-01-07
S63 Uniform Securities Agent State Law Examination 2018-10-08
  • S66 Uniform Combined State Law Examination
    2019-01-07
  • S63 Uniform Securities Agent State Law Examination
    2018-10-08
Other Names
  • Mish Giri

View on SEC IAPD

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