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Amritpalsingh Kalra

Strategic Advisers LLC

Yorktown Heights, NY

Scarsdale, NY

CRD 6867190

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Yorktown Heights, NY • United States

799 Central Park Ave Greenville Shopping Center, Scarsdale, NY 10583-2507 • 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
Mcgraw Hill Federal Credit Union New York NY 04/2017 05/2018
Lifecycle Financial Advisors, Llc New York NY 10/2017 05/2018
Capital One Rye NY 07/2014 04/2017
Fidelity Brokerage Services Llc Scarsdale NY 05/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2017 → 05/2018
    Mcgraw Hill Federal Credit Union
    New York, NY
  • 10/2017 → 05/2018
    Lifecycle Financial Advisors, Llc
    New York, NY
  • 07/2014 → 04/2017
    Capital One
    Rye, NY
  • 05/2018 → Present
    Fidelity Brokerage Services Llc
    Scarsdale, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-11-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    White Plains, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-02
S63 Uniform Securities Agent State Law Examination 2018-10-08
  • S66 Uniform Combined State Law Examination
    2021-11-02
  • S63 Uniform Securities Agent State Law Examination
    2018-10-08

View on SEC IAPD

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