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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

SANCHIT SHARMA

Advisor at STRATEGIC ADVISERS LLC

GARDEN CITY, NY | REGO PARK, NY

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Search this name across graphsid dfx:ria:eb3ffc0e-9e89-7867-6be8-2ee2d85db752

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: May 20, 2022 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Jun 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: S63|S66
First exam: Jan 25, 2022
First registration: May 20, 2022
Dual registered: yes, broker-dealer
IAPD individual key: 7369325

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	REGO PARK, NY\|GARDEN CITY, NY	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Oct 1, 2024	Mar 31, 2025	no	GARDEN CITY, NY	Previous registration
MASTERWORKS ADVISERS, LLC	Independent wealth	Nov 14, 2023	Feb 28, 2024	no	NEW YORK, NY	Previous registration
M1 ADVISORY	Independent wealth	May 20, 2022	Mar 10, 2023	no	CHICAGO, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
MASTERWORKS ADVISERS, LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Feb 28, 2024	Oct 1, 2024	216	Firm change	Other
M1 ADVISORY	MASTERWORKS ADVISERS, LLC	Mar 10, 2023	Nov 14, 2023	249	Firm change	Other

Relationships

Registered with (4)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Oct 1, 2024 to Mar 31, 2025factForm ADV
→ MASTERWORKS ADVISERS, LLCRegistered adviserregistration: previous registration
Nov 14, 2023 to Feb 28, 2024factForm ADV
→ M1 ADVISORYRegistered adviserregistration: previous registration
May 20, 2022 to Mar 10, 2023factForm ADV

Dated events

Occurred
Feb 28, 2024
Advisor changed firm
Sanchit Sharma left Masterworks Advisers, Llc for Fidelity Personal And Workplace Advisors (registered 2024-10-01)
Form ADVobserved 5 days ago
Occurred
Mar 10, 2023
Advisor changed firm
Sanchit Sharma left M1 Advisory for Masterworks Advisers, Llc (registered 2023-11-14)
Form ADVobserved 5 days ago