Rosepreet S. Batth
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMay 2026 to now
- Fidelity InvestmentsMar 2026 to now
- Bank of America, N.A.Sep 2024 to Mar 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2024 to Mar 2026
- J.P. Morgan Securities LLCMay 2023 to Aug 2024
- Solutions ValetSep 2022 to Jun 2024
- Home DepotFeb 2022 to May 2022
- JP Morgan Chase Bank, N.A.Oct 2021 to Aug 2024
- NycbAug 2019 to Oct 2021
- Sherwin-williamsAug 2019 to Oct 2019
- SpeedwayJul 2019 to Aug 2019
- AmazonJul 2019 to Jul 2019
- Queens CollegeMay 2019 to May 2024
- Best MarketJun 2017 to Jul 2019
- Division Avenue High SchoolSep 2015 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7747067
- Firm CRD
- 104555