Best Investors Account Sign in
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 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Brentwood, 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
Us Bank Marina Del Ray CA 12/2017 03/2019
U.S. Bancorp Investments, Inc. Marina Del Ray CA 02/2018 03/2019
Tesla Hawthorne CA 03/2016 12/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated El Segundo CA 04/2019 11/2022
Bank Of America, N.A. El Sugundo CA 06/2019 11/2022
E*Trade Capital Management Llc Los Angeles CA 12/2022 03/2023
E*Trade Securities Llc Los Angeles CA 12/2022 03/2023
Fidelity Investments Westlake TX 12/2023 Present
Unemployed Los Angeles CA 03/2023 12/2023
Fidelity Investments Boston MA 03/2025 Present
  • 12/2017 → 03/2019
    Us Bank
    Marina Del Ray, CA
  • 02/2018 → 03/2019
    U.S. Bancorp Investments, Inc.
    Marina Del Ray, CA
  • 03/2016 → 12/2017
    Tesla
    Hawthorne, CA
  • 04/2019 → 11/2022
    El Segundo, CA
  • 06/2019 → 11/2022
    Bank Of America, N.A.
    El Sugundo, CA
  • 12/2022 → 03/2023
    E*Trade Capital Management Llc
    Los Angeles, CA
  • 12/2022 → 03/2023
    E*Trade Securities Llc
    Los Angeles, CA
  • 12/2023 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2023 → 12/2023
    Unemployed
    Los Angeles, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-04-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Santa Clarita, CA
  • 2022-12-21 → 2023-04-17
    Harrisdirect Llc
    Los Angeles, CA
    Arlington, VA
  • 2019-07-29 → 2022-12-19
    El Segundo, CA
    Santa Monica, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-07-26
S63 Uniform Securities Agent State Law Examination 2018-03-23
  • S65 Uniform Investment Adviser Law Examination
    2019-07-26
  • S63 Uniform Securities Agent State Law Examination
    2018-03-23
Other Names
  • Dave Malhotra
  • Dave Arjun Malhotra
  • David Malhotra
  • Dave M Malhotra

View on SEC IAPD

More in Brentwood, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor