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Shunchuan Liu

Strategic Advisers LLC

Campbell, CA

Pleasant Hill, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-21
TX RA APPROVED 2026-04-21
  • CA RA
    APPROVED
    Since 2026-04-21
  • TX RA
    APPROVED
    Since 2026-04-21

Branch Locations

851 East Hamilton Ave Ste 100, Campbell, CA 95008-0600 • United States

Pleasant Hill, 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
Lincoln Financial Advisors San Ramon CA 10/2013 03/2020
Charles Schwab & Co., Inc. San Francisco CA 03/2020 03/2026
Charles Schwab Bank, Ssb Oakland CA 03/2020 03/2025
Schwab Wealth Advisory Inc. San Francisco CA 03/2025 03/2026
Fidelity Investments Campbell CA 03/2026 Present
  • 10/2013 → 03/2020
    Lincoln Financial Advisors
    San Ramon, CA
  • 03/2020 → 03/2026
    Charles Schwab & Co., Inc.
    San Francisco, CA
  • 03/2020 → 03/2025
    Charles Schwab Bank, Ssb
    Oakland, CA
  • 03/2025 → 03/2026
    Schwab Wealth Advisory Inc.
    San Francisco, CA
  • 03/2026 → Present
    Fidelity Investments
    Campbell, CA
Previous Registrations
  • 2025-03-11 → 2026-03-31
    Schwab Wealth Advisory, Inc.
    Lone Tree, CO
    San Francisco, CA
    Oakland, CA
  • 2020-04-13 → 2025-03-11
    Charles Schwab & Co., Inc.
    Lone Tree, CO
    Pleasant Hill, CA
    Oakland, CA
    Berkeley, CA
    San Francisco, CA
  • 2014-03-19 → 2020-03-12
    Osaic Fa, Inc.
    San Ramon, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-03-13
  • S66 Uniform Combined State Law Examination
    2014-03-13
Other Names
  • Shawn Liu

View on SEC IAPD

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Other Investors

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ANTONIO JOSE DEL CASTILLO
TOMOKO KOYAMA
LAN JIN
RICHARD ABARCA
DAVID WEI-JENG CHEN
RASHMINA LALANI
DAVID NGUYEN

Other Offices

MONTAGE CAPITAL · CAMPBELL, CA
LPL FINANCIAL LLC · CAMPBELL, CA
BEACON POINTE ADVISORS, LLC · CAMPBELL, CA
CETERA INVESTMENT ADVISERS LLC · CAMPBELL, CA
PRIVATE ADVISOR GROUP, LLC · Campbell, CA
BEACON POINTE ADVISORS, LLC · Campbell, CA
BEACON POINTE ADVISORS, LLC · Campbell, CA
BEACON POINTE ADVISORS, LLC · Campbell, CA

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