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Rashmina Lalani

Strategic Advisers LLC

Campbell, CA

Milpitas, 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 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

851 East Hamilton Ave Ste 100, Campbell, CA 95008-0600 • United States

Milpitas, 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose CA 03/2018 10/2020
Igi Finex Securities Karachi 07/2015 11/2016
Unemployed Milpitas CA 12/2016 02/2018
Bank Of America, N.A. San Jose CA 06/2018 10/2020
Fidelity Investments Campbell CA 09/2023 Present
Unemployed Milpitas CA 11/2020 08/2023
Fidelity Investments Boston MA 03/2025 Present
  • 03/2018 → 10/2020
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    San Jose, CA
  • 07/2015 → 11/2016
    Igi Finex Securities
    Karachi
  • 12/2016 → 02/2018
    Unemployed
    Milpitas, CA
  • 06/2018 → 10/2020
    Bank Of America, N.A.
    San Jose, CA
  • 09/2023 → Present
    Fidelity Investments
    Campbell, CA
  • 11/2020 → 08/2023
    Unemployed
    Milpitas, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-04
  • S66 Uniform Combined State Law Examination
    2023-10-04
Designations

View on SEC IAPD

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LAN JIN
RICHARD ABARCA
DAVID WEI-JENG CHEN
DAVID NGUYEN
KYRA ARIELLE CASANOVA JARO

Other Offices

MONTAGE CAPITAL · CAMPBELL, CA
LPL FINANCIAL LLC · CAMPBELL, CA
BEACON POINTE ADVISORS, LLC · CAMPBELL, CA
CETERA INVESTMENT ADVISERS LLC · CAMPBELL, CA
PRIVATE ADVISOR GROUP, LLC · Campbell, CA
BEACON POINTE ADVISORS, LLC · Campbell, CA
BEACON POINTE ADVISORS, LLC · Campbell, CA
BEACON POINTE ADVISORS, LLC · Campbell, CA

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