Atanu Bose
Investment Adviser Representative at Strategic Advisers LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Atanu Bose is an investment adviser representative with Strategic Advisers LLC in Sunnyvale, CA, where they have been registered since 2025. They have worked in the securities industry since 2022 and have been registered with 3 firms, including Charles Schwab & Co., Inc. and Wells Fargo Clearing Services, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California and Texas.
Registrations & licenses
- Investment adviser:
- California, Texas
- Broker:
53 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- UnemployedFeb 2025 – Mar 2025Sunnyvale, CA
- Charles Schwab & CoApr 2024 – Jan 2025Omaha, NE
- AXA Advisors, LLCOct 2018 – Oct 2019New York, NY
- Wells Fargo Clearing Services, LLCFeb 2020 – Jun 2020West Valley City, UT
- Kotak Mahindra BANK LtdOct 2015 – Mar 2017Bangalore
- Fidelity InvestmentsApr 2024 – no end date reportedSan Jose, CA
- Wells Fargo BANK, NAApr 2022 – Sep 2023West Jordan, UT
- UnemployedSep 2023 – Mar 2024South Jordan, UT
- Wells Fargo Clearing Services, LLCApr 2022 – Sep 2023West Jordan, UT
- UnemployedApr 2018 – Oct 2018Salt Lake City, UT
- Motilal Oswal Financial Services LtdApr 2017 – Mar 2018Bangalore
- UnemployedJul 2020 – Mar 2022Salt Lake City, UT
- EveriseAug 2019 – Jan 2020Salt Lake City, UT
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Strategic Advisers LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 17,064
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Boston, MA
- SEC file number:
- 801-13243
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at Strategic Advisers LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Atanu Bose has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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