Neha Bhuta

Strategic Advisers LLC

Claim This Profile

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-31
WA	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-03-31
WA RA
APPROVED

Since 2025-03-31

Branch Locations

10500 Ne 8Th Street Bellevue Place Ste 100, Bellevue, WA 98004-4303 • United States

Bellevue, WA • 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

Organization	City	State	From	To
Fidelity Investments	Bellevue	WA	03/2023	Present
Unemployed	Bellevue	WA	07/2009	03/2023
Fidelity Investments	Boston	MA	03/2025	Present

03/2023 → Present

Fidelity Investments

Bellevue, WA
07/2009 → 03/2023

Unemployed

Bellevue, WA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-08-21 → 2025-03-31

Fidelity Personal And Workplace Advisors

Bellevue, WA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-08-14

S66 Uniform Combined State Law Examination

2023-08-14

Other Names

Neha Rajendra Sheth

View on SEC IAPD

Other Firms

BASECAMP WEALTH ADVISORS, LLC

THREADLINE WEALTH

STEWARD CAPITAL LLC.

GALLAGHER FIDUCIARY ADVISORS, LLC

LPL FINANCIAL LLC

FOCUS PARTNERS WEALTH, LLC

Other Investors

BRIAN RAY JOHNSON

TERESA LYNN LAMAR

JOSEPH NORMAN LEVESQUE

Brandon Charles Zilles

Jacob M Demharter

KELSEN WILLIAM EDWINS

Christopher Lee-Haas Sittner

Other Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA

THREADLINE WEALTH · BELLEVUE, WA

SCS · BELLEVUE, WA

STEWARD CAPITAL LLC. · BELLEVUE, WA

GALLAGHER FIDUCIARY ADVISORS, LLC · Bellevue, WA

LPL FINANCIAL LLC · BELLEVUE, WA

LIDO · BELLEVUE, WA

FOCUS PARTNERS WEALTH, LLC · Bellevue, WA

More in Bellevue, WA

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor