Malika saumil Ajmera
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCOct 2025 to now
- Fidelity InvestmentsMar 2025 to now
- Uc BerkeleyFeb 2023 to Nov 2023
- UnemployedMay 2022 to Mar 2025
- Equialpha InvestmentsJun 2020 to May 2022
- Axis SecuritiesJun 2019 to Jun 2020
- UnemployedNov 2018 to Jun 2019
- Arihant CapitalSep 2017 to Nov 2018
- Nse IndiaJun 2016 to Nov 2017
- UnemployedMay 2013 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8065430
- Firm CRD
- 104555