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Arman Bhangu

Strategic Advisers LLC

San Jose, CA

Tracy, CA

CRD 7862972

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-08
CA RA APPROVED 2025-06-12
  • TX RA
    APPROVED
    Since 2026-01-08
  • CA RA
    APPROVED
    Since 2025-06-12

Branch Locations

4160 N First St, San Jose, CA 95134-1513 • United States

Tracy, 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
Twitch San Francisco CA 01/2015 02/2021
Fidelity Investments San Jose CA 05/2025 Present
Unemployed Tracy CA 02/2021 06/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose CA 06/2024 05/2025
Bank Of America N.A. San Jose CA 01/2024 05/2024
Las Positas College Livermore CA 08/2014 12/2018
Bank Of America Pleasanton CA 06/2022 01/2024
  • 01/2015 → 02/2021
    Twitch
    San Francisco, CA
  • 05/2025 → Present
    Fidelity Investments
    San Jose, CA
  • 02/2021 → 06/2022
    Unemployed
    Tracy, CA
  • 06/2024 → 05/2025
    San Jose, CA
  • 01/2024 → 05/2024
    Bank Of America N.A.
    San Jose, CA
  • 08/2014 → 12/2018
    Las Positas College
    Livermore, CA
  • 06/2022 → 01/2024
    Bank Of America
    Pleasanton, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-30
  • S66 Uniform Combined State Law Examination
    2024-05-30
Other Names
  • Arman Singh Bhangu

View on SEC IAPD

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