Kovid Tallam
Investment Adviser Representative at Strategic Advisers LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kovid Tallam is an investment adviser representative with Strategic Advisers LLC in Burlingame, CA, where they have been registered since 2025. They have worked in the securities industry since 2023 and were previously registered with Fidelity Personal and Workplace Advisors. 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.
Office
Advisors at this office: 38
Branch office as filed with FINRA, counting current advisors in the directory who work there.
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.
- Santa Clara UniversityOct 2021 – Jun 2022Santa Clara, CA
- Hillstone Restaurant Group, LOS Altos GrillJun 2021 – Sep 2021Los Altos, CA
- GO PaladinJan 2021 – Jun 2021Sunnyvale, CA
- Santa Clara UniversityNov 2019 – Apr 2020Santa Clara, CA
- SuperdryJun 2019 – Sep 2019Santa Clara, CA
- Doordash Inc.Jun 2018 – Sep 2018San Francisco, CA
- University OF California, Santa CRUZ, Science Internship ProgramMay 2017 – Aug 2017Santa Cruz, CA
- Fidelity InvestmentsApr 2023 – no end date reportedBurlingame, CA
- UnemployedJun 2022 – Apr 2023Fremont, CA
- Santa Clara UniversityMay 2020 – Dec 2020Santa Clara, CA
- Santa Clara UniversitySep 2019 – Nov 2019Santa Clara, CA
- Santa Clara UniversitySep 2018 – Jun 2019Santa Clara, CA
- Saint Francis HIGH SchoolSep 2017 – May 2018Mountain View, CA
- Montessori School OF FremontJan 2013 – May 2017Fremont, CA
- Fidelity InvestmentsMar 2025 – no end date reportedBoston, MA
Official records & sources
Data as of June 29, 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. Kovid Tallam 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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