Vinay Chandok

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
TX	RA	APPROVED	2026-01-08
CA	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2026-01-08
CA RA
APPROVED

Since 2025-03-31

Branch Locations

Fremont, CA • United States

434 N Santa Cruz Ave, Los Gatos, CA 95030-5321 • 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
Wells Fargo Home Mortgage	Ca	CA	09/2019	05/2022
Bank Of America	Ca	CA	07/2017	08/2019
Loan Depot	Ca	CA	05/2022	04/2023
Classic Financial Group Inc	Ca	CA	02/2008	06/2017
Classic Realty And Mortgage	Ca	CA	05/2023	07/2024
Fidelity Investments	Los Gatos	CA	07/2024	Present
Fidelity Investments	Boston	MA	03/2025	Present

09/2019 → 05/2022

Wells Fargo Home Mortgage

Ca, CA
07/2017 → 08/2019

Bank Of America

Ca, CA
05/2022 → 04/2023

Loan Depot

Ca, CA
02/2008 → 06/2017

Classic Financial Group Inc

Ca, CA
05/2023 → 07/2024

Classic Realty And Mortgage

Ca, CA
07/2024 → Present

Fidelity Investments

Los Gatos, CA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2025-02-11 → 2025-03-31

Fidelity Personal And Workplace Advisors

Los Gatos, CA

Fremont, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-02-01

S66 Uniform Combined State Law Examination

2025-02-01

View on SEC IAPD

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