This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

STRATEGIC ADVISERS LLC

Current firm class

national broker-dealer RIAderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Exams

S66

First exam

Aug 19, 2015

First registration

Aug 3, 2017

Dual registered

yes, broker-dealer

Other names

Amit Patel|AMIT JANAK PATEL

IAPD individual key

6824526

• Occurred

  Feb 23, 2022
  Advisor changed firm

  Amit Patel left J.P. Morgan Securities Llc for Fidelity Personal And Workplace Advisors (registered 2022-05-04)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8920e9b2-b676-e334-cd7f-75cf02f8fb41

First observed

Aug 3, 2017

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.