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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

109 University Ave Ste 107, Westwood, MA 02090-2306 • United States

Mansfield, MA • 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
Fidelity Investments Llc Tysons Corner VA 01/2001 Present
Strategic Advisers Tysons Corner VA 10/2003 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2001 → Present
    Fidelity Investments Llc
    Tysons Corner, VA
  • 10/2003 → Present
    Strategic Advisers
    Tysons Corner, VA
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2003-12-12 → 2018-07-13
    Braintree, MA
    Westwood, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-03-12
  • S66 Uniform Combined State Law Examination
    2002-03-12
Other Names
  • Zoe T Huynh
  • Zoe T Huynh
  • Zoe T Ganglani

View on SEC IAPD

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