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Susang Sijapati

Strategic Advisers LLC

Sunnyvale, CA

San Jose, 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

398 W. El Camino Real Suite 102, Sunnyvale, CA 94087-1398 • United States

San Jose, 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
Jamba Juice Cupertino CA 03/2018 09/2018
Starbucks Cupertino CA 09/2018 07/2019
Growfit San Jose CA 07/2019 09/2019
Sutton Swim Campbell CA 07/2019 12/2019
Wells Fargo Woodside CA 03/2020 03/2021
Fire Wings Sunnyvale CA 09/2021 09/2022
Unemployed Sunnyvale CA 09/2022 03/2023
Fidelity Investments Sunnyvale CA 03/2023 Present
Homestead High School Cupertino CA 01/2014 01/2018
De Anza Community College Cupertino CA 01/2020 07/2022
Fidelity Investments Boston MA 03/2025 Present
  • 03/2018 → 09/2018
    Jamba Juice
    Cupertino, CA
  • 09/2018 → 07/2019
    Starbucks
    Cupertino, CA
  • 07/2019 → 09/2019
    Growfit
    San Jose, CA
  • 07/2019 → 12/2019
    Sutton Swim
    Campbell, CA
  • 03/2020 → 03/2021
    Wells Fargo
    Woodside, CA
  • 09/2021 → 09/2022
    Fire Wings
    Sunnyvale, CA
  • 09/2022 → 03/2023
    Unemployed
    Sunnyvale, CA
  • 03/2023 → Present
    Fidelity Investments
    Sunnyvale, CA
  • 01/2014 → 01/2018
    Homestead High School
    Cupertino, CA
  • 01/2020 → 07/2022
    De Anza Community College
    Cupertino, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-07-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Sunnyvale, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-29
  • S66 Uniform Combined State Law Examination
    2023-06-29

View on SEC IAPD

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Other Investors

Melissa M Drago
MARTIN LOPEZ
RYAN MICHAEL BROWN
ABHISHEK GUPTA
Xiaosheng Mei
Anastasia J Schmidt
BENJAMIN JAY LUNDQUIST
ALEXANDER KILIAN ECKERT

Other Offices

CHARLES SCHWAB & CO., INC. · Sunnyvale, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Sunnyvale, CA
LPL FINANCIAL LLC · SUNNYVALE, CA
EDWARD JONES · SUNNYVALE, CA
SV TECH VENTURES, INC. · SUNNYVALE, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Sunnyvale, CA
U.S. BANCORP ADVISORS, LLC · Sunnyvale, CA
J.P. MORGAN SECURITIES LLC · SUNNYVALE, CA

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