Lining Berman

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-06-11
CA	RA	APPROVED	2025-10-16

TX RA
APPROVED_RES

Since 2026-06-11
CA RA
APPROVED

Since 2025-10-16

Branch Locations

Irvine, CA • United States

2211 Michelson Drive Suites 100 & 120, Irvine, CA 92612-1386 • 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

Organization	City	State	From	To
10Sb	Irvine	CA	10/2019	05/2024
Gies College Of Business - University Of Illinois	Chicago	IL	11/2024	12/2024
Irontree Tax Services Inc.	Irvine	CA	01/2023	04/2025
Watg	Irvine	CA	01/2015	10/2019
Self Employed	Irvine	CA	02/2021	02/2021
Fidelity Investments	Irvine	CA	06/2025	Present
Self Employed	Irvine	CA	04/2025	05/2025

10/2019 → 05/2024

10Sb

Irvine, CA
11/2024 → 12/2024

Gies College Of Business - University Of Illinois

Chicago, IL
01/2023 → 04/2025

Irontree Tax Services Inc.

Irvine, CA
01/2015 → 10/2019

Watg

Irvine, CA
02/2021 → 02/2021

Self Employed

Irvine, CA
06/2025 → Present

Fidelity Investments

Irvine, CA
04/2025 → 05/2025

Self Employed

Irvine, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-12-21

S66 Uniform Combined State Law Examination

2023-12-21

Other Names

Lining Rao
Lining Rao

View on SEC IAPD

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