DAVE M. MALHOTRA is an investment adviser representative (IAR) with state registration records since 2019, appearing at 4 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2024-04-17 | 2025-03-31 | — |
| HARRISDIRECT LLC | 2022-12-21 | 2023-04-17 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2019-07-29 | 2022-12-19 | — |