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Athena Yang

Strategic Advisers LLC

Friendswood, TX

Houston, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

18710 Gulf Freeway Baybrook Mall, Friendswood, TX 77546-2716 • United States

Houston, TX • 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 Friendswood TX 07/2024 Present
Citigroup Houston TX 04/2021 04/2024
Lenox Wealth Advisors New York NY 01/2014 04/2021
Unemployed Houston TX 04/2024 07/2024
Fidelity Investments Boston MA 03/2025 Present
  • 07/2024 → Present
    Fidelity Investments
    Friendswood, TX
  • 04/2021 → 04/2024
    Citigroup
    Houston, TX
  • 01/2014 → 04/2021
    Lenox Wealth Advisors
    New York, NY
  • 04/2024 → 07/2024
    Unemployed
    Houston, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Friendswood, TX
  • 2021-08-09 → 2024-04-05
    Citigroup Global Markets Inc.
    Denver, CO
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-09
  • S66 Uniform Combined State Law Examination
    2021-08-09
Other Names
  • Athena C Yang

View on SEC IAPD

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