Pankil Shah

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2025-03-31
NH	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

MA RA
APPROVED

Since 2025-03-31
NH RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Two Contra Way, Merrimack, NH 03054-4334 • United States

Dracut, MA • 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
Unemployed	Lowell	MA	01/2023	03/2023
Fidelity Investments	Merrimack	NH	05/2024	Present
Salemfive Bank	Burlington	MA	04/2023	05/2024
Yes Bank	Ahmedabad		06/2022	12/2022
Unemployed	Ahmedabad		11/2021	05/2022
Indusind Bank	Ahmedabad		02/2020	10/2021
Axis Bank	Ahmedabad		01/2013	01/2020
Fidelity Investments	Boston	MA	03/2025	Present

01/2023 → 03/2023

Unemployed

Lowell, MA
05/2024 → Present

Fidelity Investments

Merrimack, NH
04/2023 → 05/2024

Salemfive Bank

Burlington, MA
06/2022 → 12/2022

Yes Bank

Ahmedabad
11/2021 → 05/2022

Unemployed

Ahmedabad
02/2020 → 10/2021

Indusind Bank

Ahmedabad
01/2013 → 01/2020

Axis Bank

Ahmedabad
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-11-19 → 2025-03-31

Fidelity Personal And Workplace Advisors

Lowell, MA

Merrimack, NH

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-11-08

S66 Uniform Combined State Law Examination

2024-11-08

View on SEC IAPD

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Other Investors

SHANNON P MCCABE

BYRON J. THRESHER

RYAN JEREMY CHARETTE

STEPHEN A LUNGO

DENNIS CIPRIANO

BELINDA L TRIPP

Other Offices

STRATEGIC ADVISERS LLC · MERRIMACK, NH

CHARLES SCHWAB & CO., INC. · Nashua, NH

LPL FINANCIAL LLC · NASHUA, NH

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHUA, NH

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · MERRIMACK, NH

ON INVESTMENT MANAGEMENT CO · MERRIMACK, NH

PEAK WEALTH MANAGEMENT LLC · NASHUA, NH

PHOENIX INTERNATIONAL INVESTMENTS LLC · NASHUA, NH

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