Neal Bhatia
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsSep 2021 to now
- Synergy of FloridaNov 2020 to Aug 2021
- UnemployedAug 2020 to Oct 2020
- Bci Integrated SolutionsOct 2018 to Jul 2020
- Ninja RmmJul 2018 to Sep 2018
- UnemployedJun 2018 to Jun 2018
- La FitnessApr 2018 to May 2018
- UnemployedAug 2017 to Mar 2018
- Unlimited Pcs IncMay 2017 to Jul 2017
- UnemployedNov 2014 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7448410
- Firm CRD
- 104555