Best Investors Account Sign in

Timothy Tai-Liang Liu

Strategic Advisers LLC

Mountain View, CA

Fremont, CA

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-06
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-10-06
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

2580 W El Camino Real Ste 9, Mountain View, CA 94040-1308 • United States

Fremont, CA • 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
Bancwest Investment Services Palo Alto CA 11/2015 03/2022
Bank Of The West Palo Alto CA 11/2015 03/2022
Fidelity Investments Mountain View CA 04/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2015 → 03/2022
    Bancwest Investment Services
    Palo Alto, CA
  • 11/2015 → 03/2022
    Bank Of The West
    Palo Alto, CA
  • 04/2022 → Present
    Fidelity Investments
    Mountain View, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-05-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Mountain View, CA
  • 2015-11-13 → 2022-04-07
    Bancwest Investment Services, Inc.
    Palo Alto, CA
    Union City, CA
    Milpitas, CA
    Fremont, CA
    Newark, CA
    Sunnyvale, CA
    Sunnyvale, CA
    San Jose, CA
    Los Altos, CA
    Fremont, CA
    San Jose, CA
  • 2015-10-14 → 2015-10-26
    Cetera Investment Advisers Llc
    Newark, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-10-13
S63 Uniform Securities Agent State Law Examination 2011-05-16
  • S65 Uniform Investment Adviser Law Examination
    2015-10-13
  • S63 Uniform Securities Agent State Law Examination
    2011-05-16
Designations
Other Names
  • Timothy T Liu
  • Timothy Tailiang Liu

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
NOOSPHERE VENTURES MANAGEMENT COMPANY, LLC
EL CAMINO GLOBAL CAPITAL, LLC
WEALTH ARCHITECTS, LLC
AP INVESTMENT MANAGEMENT
NIMBLE VENTURE STUDIO LLC
OSAIC ADVISORY SERVICES, LLC
ELEFUND MANAGEMENT COMPANY, LLC

Other Investors

Jack H Teale
Jin W Shin
Brenda Castellanos Rojas
Serop Kupelian
Shahrzad Keshavarz Adeli
MARK RICHARD GORDON
Jessica Ng
LILLIAN GRACE SWENSON

Other Offices

J.P. MORGAN SECURITIES LLC · MOUNTAIN VIEW, CA
NOOSPHERE VENTURES MANAGEMENT COMPANY, LLC · MOUNTAIN VIEW, CA
EL CAMINO GLOBAL CAPITAL, LLC · MOUNTAIN VIEW, CA
WEALTH ARCHITECTS, LLC · MOUNTAIN VIEW, CA
AP INVESTMENT MANAGEMENT · MOUNTAIN VIEW, CA
NIMBLE VENTURE STUDIO LLC · MOUNTAIN VIEW, CA
OSAIC ADVISORY SERVICES, LLC · MOUNTAIN VIEW, CA
ELEFUND MANAGEMENT COMPANY, LLC · MOUNTAIN VIEW, CA

More in Mountain View, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor