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Inactive

Pranav Swaminathan

Strategic Advisers LLC

Walnut Creek, CA

San Francisco, 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 2025-11-25
TX RA APPROVED 2025-11-25
  • CA RA
    APPROVED
    Since 2025-11-25
  • TX RA
    APPROVED
    Since 2025-11-25

Branch Locations

Walnut Creek, CA • United States

100 California St Suite 1200, San Francisco, CA 94111 • 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
Unemployed Santa Clara CA 09/2015 06/2017
Coastal Bridge Advisors Los Angeles CA 06/2017 09/2017
Unemployed Santa Clara CA 09/2017 04/2018
Loring Ward San Jose CA 04/2018 05/2018
Synopsys Inc Sunnyvale CA 06/2018 09/2018
Unemployed Santa Clara CA 09/2018 05/2019
Morgan Stanley Menlo Park CA 05/2019 02/2024
Ironwood Capital Management San Francisco CA 03/2024 08/2025
Unemployed Walnut Creek CA 08/2025 11/2025
Fidelity Investments San Francisco CA 11/2025 Present
  • 09/2015 → 06/2017
    Unemployed
    Santa Clara, CA
  • 06/2017 → 09/2017
    Coastal Bridge Advisors
    Los Angeles, CA
  • 09/2017 → 04/2018
    Unemployed
    Santa Clara, CA
  • 04/2018 → 05/2018
    Loring Ward
    San Jose, CA
  • 06/2018 → 09/2018
    Synopsys Inc
    Sunnyvale, CA
  • 09/2018 → 05/2019
    Unemployed
    Santa Clara, CA
  • 05/2019 → 02/2024
    Morgan Stanley
    Menlo Park, CA
  • 03/2024 → 08/2025
    Ironwood Capital Management
    San Francisco, CA
  • 08/2025 → 11/2025
    Unemployed
    Walnut Creek, CA
  • 11/2025 → Present
    Fidelity Investments
    San Francisco, CA
Previous Registrations
  • 2020-06-08 → 2024-03-05
    Morgan Stanley
    San Jose, CA
    Menlo Park, CA
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-08
  • S66 Uniform Combined State Law Examination
    2020-06-08

View on SEC IAPD

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