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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Las Vegas, NV • 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 Las Vegas NV 03/2016 11/2018
Ameriprise Financial Services, Inc Henderson NV 11/2018 11/2022
Fidelity Investments Salt Lake City UT 11/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2016 → 11/2018
    Las Vegas, NV
  • 11/2018 → 11/2022
    Ameriprise Financial Services, Inc
    Henderson, NV
  • 11/2022 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-07-06
S63 Uniform Securities Agent State Law Examination 2012-06-26
  • S65 Uniform Investment Adviser Law Examination
    2018-07-06
  • S63 Uniform Securities Agent State Law Examination
    2012-06-26
Other Names
  • Eliza Liu
  • Eliza Liu

View on SEC IAPD

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