Prashant Sahni

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

• 07/2016 → 11/2016
  Walmart Inc
  San Antonio, TX
• 12/2016 → 07/2017
  Independent Contractor (Driver) For Uber/Lyft
  San Antonio, TX
• 07/2017 → 11/2017
  Thrivent Investment Management Inc
  Irving, TX
• 07/2017 → 11/2017
  Thrivent Financial
  Appleton, WI
• 07/2018 → 06/2019
  Usaa Financial Advisors, Inc.
  San Antonio, TX
• 07/2018 → 04/2020
  Aerotek
  San Antonio, TX
• 11/2017 → 01/2018
  New York Life
  San Antonio, TX
• 01/2018 → 05/2018
  Becton Dickinson & Co.
  San Antonio, TX
• 07/2018 → 06/2019
  Usaa Investment Management Company
  San Antonio, TX
• 05/2018 → 07/2018
  Unemployed
  San Antonio, TX
• 10/2019 → 12/2021
  Victory Capital Services, Inc.
  San Antonio, TX
• 12/2021 → Present
  Fidelity Investments
  San Antonio, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-04-18 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  San Antonio, TX
• 2021-06-03 → 2021-12-06
  Victory Capital Management Inc.
  San Antonio, TX
• 2018-08-20 → 2019-07-03
  Usaa Investment Services Company
  San Antonio, TX
• 2017-09-07 → 2017-11-03
  Thrivent Investment Management Inc.
  Cedar Park, TX

Other Businesses

OBA-65203|OrgNmn:Alamo Preferred LLC|Org Addr:San Antoni,Texas,US|OBA Nature:Buy, rehab, and rent Single Fa|Invst Rel:Y|Title:Partner|Duties:Co-Owner|StrtDt:12-20-21|TotHrs/mon:60|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2017-09-06