Sheela Sukhdeo
STRATEGIC ADVISERS | Vice President, Financial Consultant
LOS ALTOS, CA
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CRD#: 6282406
Professional summary
Sheela Sukhdeo, CFP®, who also goes by Sheela Elizabeth Sukhdeo, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Los Altos, California and FIDELITY BROKERAGE SERVICES LLC located in Sunnyvale, California.
Sheela is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Sheela has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
In my role as a CERTIFIED FINANCIAL PLANNER™ with Fidelity Investments, I strive to maintain the highest level of integrity, compassion, and competence for all of my clients . My passion for wealth planning inspires me to continually stay up to date on relevant knowledge that impacts my clients' financial futures.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Sheela Elizabeth Sukhdeo
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Sheela Sukhdeo'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®
CFP®
Start date: 2016
Education
Rutgers University
Master of Business Administration (MBA) - Finance
1990
Franklin & Marshall College
Bachelor of Arts (BA) - Economics
1988
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 398 W. El Camino Real Suite 102, Sunnyvale, CA 94087-1398RIA
CRD#: 104555
LOS ALTOS, CA
Current
March 17, 2014 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 398-#102 W. El Camino Real, Sunnyvale, CA 94087BD
CRD#: 7784
Sunnyvale, CA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SUNNYVALE, CA
Past
February 27, 2015 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SUNNYVALE, 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(3/1/2023)
RR
California(6/23/2014)
IAR
California(3/31/2025)
RR
Colorado(1/3/2020)
RR
District of Columbia(1/3/2020)
RR
Florida(10/9/2020)
RR
Georgia(11/4/2022)
RR
Hawaii(3/12/2021)
RR
Illinois(10/1/2019)
RR
Maryland(8/6/2025)
RR
Massachusetts(1/4/2023)
RR
Michigan(2/10/2023)
RR
Minnesota(6/5/2025)
RR
Nevada(2/12/2021)
RR
New Hampshire(9/29/2023)
RR
New Jersey(2/10/2023)
RR
New York(5/19/2023)
RR
North Carolina(10/1/2019)
RR
Ohio(4/18/2023)
RR
Oregon(4/15/2025)
RR
Tennessee(9/9/2022)
RR
Texas(4/23/2020)
IAR
Texas(3/31/2025)
RR
Vermont(7/9/2024)
RR
Virginia(1/31/2020)
RR
Washington(6/7/2019)
RR
Wisconsin(7/17/2024)
RR
Wyoming(3/27/2025)
Exams
State Security Law 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)Loading...
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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Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Los Altos, CATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
