Pranav Swaminathan

CRD 6927865 · Strategic Advisers LLC · San Francisco, CA

IA RegisteredRegistration inactive

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Inactive
Investment adviser registration: Active
Exams passed (3): Series 66Series 7TOSIE
Registered states (2): California · Texas
Years in the industry (source record): 6
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Strategic Advisers LLC
Firm CRD: 104555
SEC number: 801-13243
Assets under management: $1.4T as of Mar 30, 2026
Website: www.linkedin.com/showcase/womentalkmoney ↗
Phone: 617-563-7000
Firm location: Boston, MA, 02210-2698

Employment history (4)

From the source registration record · current first

Strategic Advisers LLCCurrent
San Francisco, CA · IA capacity

Nov 25, 2025 → present
Foreside Fund Services, LLC
BD capacity

Sep 25, 2024 → Aug 21, 2025
Morgan Stanley
IA capacity

Jun 8, 2020 → Mar 5, 2024
Morgan Stanley
BD capacity

Feb 7, 2020 → Mar 5, 2024

Source & corrections

Where this page comes from

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