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Mengjia Gu

Strategic Advisers LLC

Sunnyvale, CA

Cupertino, 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 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

398 W. El Camino Real Suite 102, Sunnyvale, CA 94087-1398 • United States

Cupertino, 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
Unemployed San Diego CA 03/2016 11/2017
Western Southern Life San Diego CA 12/2017 01/2019
W&S Brokerage Services Cincinnati OH 02/2018 01/2019
Fidelity Brokerage Services Llc Sunnyvale CA 01/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2016 → 11/2017
    Unemployed
    San Diego, CA
  • 12/2017 → 01/2019
    Western Southern Life
    San Diego, CA
  • 02/2018 → 01/2019
    W&S Brokerage Services
    Cincinnati, OH
  • 01/2019 → Present
    Fidelity Brokerage Services Llc
    Sunnyvale, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-11-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Sunnyvale, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-02
S63 Uniform Securities Agent State Law Examination 2015-10-21
  • S66 Uniform Combined State Law Examination
    2021-08-02
  • S63 Uniform Securities Agent State Law Examination
    2015-10-21
Other Names
  • Mika Gu

View on SEC IAPD

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Other Investors

Melissa M Drago
MARTIN LOPEZ
RYAN MICHAEL BROWN
ABHISHEK GUPTA
Xiaosheng Mei
Anastasia J Schmidt
BENJAMIN JAY LUNDQUIST
ALEXANDER KILIAN ECKERT

Other Offices

CHARLES SCHWAB & CO., INC. · Sunnyvale, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Sunnyvale, CA
LPL FINANCIAL LLC · SUNNYVALE, CA
EDWARD JONES · SUNNYVALE, CA
SV TECH VENTURES, INC. · SUNNYVALE, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Sunnyvale, CA
U.S. BANCORP ADVISORS, LLC · Sunnyvale, CA
J.P. MORGAN SECURITIES LLC · SUNNYVALE, CA

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