Paramita Roy, financial advisor Pasadena CA
93 score

Paramita Roy

CRD Number: 5489883
Current Firm: Strategic Advisers, Inc.

Paramita Roy (CRD# 5489883) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Pasadena, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Pasadena, CA May 2013 - Current 3
J.p.morgan Securities LLC Northridge, CA Apr 2013 - May 2013 < 1
Waddell And Reed, Inc. Sherman Oaks, CA Apr 2010 - Apr 2013 3
Various Insurance Carriers For W & R Insurance Agencies Santa Clarita, CA Apr 2010 - Apr 2013 3
Life Insurance Company Of The Southwest Santa Clarita, CA Apr 2008 - Apr 2013 5
National Life Insurance Company Santa Clarita, CA Apr 2008 - Apr 2013 5
Yuliya Shebalkina Sherman Oaks, CA Jun 2012 - Feb 2013 < 1
Sagepoint Financial, Inc. Phoenix, AZ Jan 2009 - Apr 2010 1
Independent Capital Management Valencia, CA Feb 2008 - Apr 2010 2
Aig Financial Advisors Valencia, CA Feb 2008 - Jan 2009 < 1
Unemployed Santa Clarita, CA Apr 2007 - Feb 2008 < 1
Keller Graduate School Sherman Oaks, CA Jul 2005 - Apr 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2008
S66 NASAA Uniform Combined State Law Examination Jun 2010
Contact Info for Paramita Roy
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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