Aishwarya Gattani
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 LLCAug 2026 to now
- Fidelity InvestmentsNov 2025 to now
- Uc DavisAug 2023 to Nov 2025
- Ef HuttonJul 2023 to Aug 2023
- Uc DavisAug 2022 to Jul 2023
- ProvenirMay 2022 to Aug 2022
- University of San FranciscoAug 2021 to May 2022
- Presentation High SchoolAug 2017 to Aug 2021
- Stratford SchoolJan 2014 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7785908
- Firm CRD
- 104555