NEVILLE KAPOOR is an investment adviser representative (IAR) with state registration records since 2014, appearing at 6 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2025-01-23 | 2025-03-31 | — |
| CHARLES SCHWAB & CO., INC. | 2024-05-22 | 2024-12-15 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2023-09-05 | 2024-04-08 | — |
| HARRISDIRECT LLC | 2018-06-15 | 2023-09-05 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2014-11-28 | 2018-06-07 | — |