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Ngan Thai Liang

Strategic Advisers LLC

San Francisco, CA

San Jose, CA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

San Francisco, CA • United States

4160 N First St, San Jose, CA 95134-1513 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 11/2012 03/2023
Fidelity Investments San Jose CA 04/2013 Present
Fidelity Investments Boston MA 03/2025 Present
Previous Registrations
  • 2023-04-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    San Jose, CA
  • 2012-11-26 → 2023-04-03
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-11-24
S63 Uniform Securities Agent State Law Examination 2010-11-18
  • S66 Uniform Combined State Law Examination
    2012-11-24
  • S63 Uniform Securities Agent State Law Examination
    2010-11-18
Designations
Other Names
  • Ngan Thanh Thai
  • Ngan Thanh Thai
  • Ngan Thai Liang
  • Ngan T Liang

View on SEC IAPD

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