Rosepreet S. Batth

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2023 → 08/2024
  J.P. Morgan Securities Llc
  Williston Park, NY
• 10/2021 → 08/2024
  Jp Morgan Chase Bank, N.A.
  Williston Park, NY
• 09/2022 → 06/2024
  Solutions Valet
  Island Park, NY
• 02/2022 → 05/2022
  Home Depot
  Jericho, NY
• 08/2019 → 10/2021
  Nycb
  Hewlett, NY
• 06/2017 → 07/2019
  Best Market
  East Meadow, NY
• 09/2015 → 06/2019
  Division Avenue High School
  Levittown, NY
• 08/2019 → 10/2019
  Sherwin-Williams
  East Meadow, NY
• 07/2019 → 08/2019
  Speedway
  North Bellmore, NY
• 07/2019 → 07/2019
  Amazon
  Hicksville, NY
• 08/2024 → 03/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Merrick, NY
• 05/2019 → 05/2024
  Queens College
  Flushing, NY
• 09/2024 → 03/2026
  Bank Of America, N.A.
  Merrick, NY
• 03/2026 → Present
  Fidelity Investments
  Albany, NY

Previous Registrations

• 2024-11-01 → 2026-02-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wantagh, NY
  Hewlett, NY
  New York, NY
  Merrick, NY
  New Hyde Park, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-10-31
• S63 Uniform Securities Agent State Law Examination
  2023-08-15

Other Names

• Rosepreet Batth
• Rosepreet S Batth