Chaitanya S. Shinde
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Chaitanya S. Shinde? Claim your profile
Contact this firm
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 LLCJun 2026 to now
- Fidelity InvestmentsJan 2025 to now
- University of FloridaAug 2024 to Jan 2025
- Fidelity InvestmentsJun 2024 to Aug 2024
- University of FloridaAug 2022 to Jun 2024
- BowlandJun 2022 to Aug 2022
- University of FloridaFeb 2022 to Jun 2022
- Days InnNov 2021 to Feb 2022
- University of FloridaMay 2021 to Nov 2021
- Academic Support CenterFeb 2020 to May 2021
- Fsw Charlotte CampusAug 2017 to May 2021
- ST. Charles Borromeo Catholic SchoolJan 2015 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
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
- 8035000
- Firm CRD
- 104555