Tarunjit S. Ahluwalia
STRATEGIC ADVISERS LLC | Investment Consultant
FAIRFIELD, CA
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CRD#: 6150350
Professional summary
Tarunjit Sunny Ahluwalia, who also goes by Sunny S Ahluwalia, Tarunjit Singh Ahluwalia, Tarunjit Sunny Ahluwalia, Tarunjit S Ahluwalia, Tarun J Singh, Tarun Jit Singh, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Fairfield, California and FIDELITY BROKERAGE SERVICES LLC located in Sacramento, California.
Tarunjit is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Tarunjit has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
As your dedicated Investment Consultant, I strive to help you work toward both short term and long term financial goals. This is accomplished by helping you build a financial plan through understanding you and your family and what is most important to you. My priority is to become your trusted advisor, built on the foundation of full transparency, honesty. I would love to help you reach your financial goals.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Sunny S Ahluwalia | Tarunjit Singh Ahluwalia | Tarunjit Sunny Ahluwalia | Tarunjit S Ahluwalia | Tarun J Singh | Tarun Jit Singh
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OBA-67775|OrgNmn:A-1 LIMO SERVICE INC|Org Addr:FAIRFIELD,California,US|OBA Nature:LIMOUSINE TRANSPORTATION|Invst Rel:N|Title:PRESIDENT|Duties:i have no duties or obligation for this business. The business corporation is set up with my name so i have to disclose it.|StrtDt:03-08-13|TotHrs/mon:0.01|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Tarunjit Sunny Ahluwalia's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneEducation
UNIVERSITY OF CALIFORNIA, SAN DIEGO
Bachelor of Economics - FINANCE
2011
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 2277 Fair Oaks Blvd Stes 150,155, Sacramento, CA 95825RIA
CRD#: 104555
FAIRFIELD, CA
Current
May 31, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 2277 Fair Oaks Blvd Stes 150,155, Sacramento, CA 95825BD
CRD#: 7784
SACRAMENTO, CA
Past
June 8, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SACRAMENTO, CA
Past
July 19, 2019 - March 30, 2022
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
FAIRFIELD, CA
Past
July 19, 2019 - March 30, 2022
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
FAIRFIELD, CA
Past
May 17, 2016 - July 2, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
VACAVILLE, CA
Past
May 17, 2016 - July 2, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
VACAVILLE, CA
Past
June 23, 2014 - June 3, 2016
ALIGHT FINANCIAL SOLUTIONS, LLC
BD
CRD#: 36509
SACRAMENTO, CA
Past
May 3, 2013 - May 2, 2014
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
FAIRFIELD, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(4/17/2024)
RR
California(5/31/2022)
IAR
California(3/31/2025)
RR
Connecticut(3/1/2024)
RR
Hawaii(12/12/2022)
RR
Michigan(7/19/2024)
RR
Nevada(5/31/2022)
RR
Texas(8/22/2024)
IAR
Texas(3/31/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Investment ConsultantCRD#: 104555Fairfield, CATRUST BUT VERIFY
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Contact information
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