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Chiou-Pying Cheng

Strategic Advisers LLC

Cupertino, CA

Campbell, 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_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Cupertino, CA • United States

851 East Hamilton Ave Ste 100, Campbell, CA 95008-0600 • 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
Pruco Securities San Jose CA 02/2006 02/2017
The Prudential Insurance Co San Jose CA 02/2006 02/2017
New York Life Insurance Co San Jose CA 02/2017 02/2020
Nylife Securities Llc San Jose CA 02/2017 02/2020
Eagle Strategies Llc San Jose CA 06/2017 02/2020
Massmutual Life Insurance Walnut Creek CA 02/2020 10/2020
Mml Investors Services, Llc Walnut Creek CA 03/2020 10/2020
Fidelity Investments Campbell CA 10/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2006 → 02/2017
    Pruco Securities
    San Jose, CA
  • 02/2006 → 02/2017
    The Prudential Insurance Co
    San Jose, CA
  • 02/2017 → 02/2020
    New York Life Insurance Co
    San Jose, CA
  • 02/2017 → 02/2020
    Nylife Securities Llc
    San Jose, CA
  • 06/2017 → 02/2020
    Eagle Strategies Llc
    San Jose, CA
  • 02/2020 → 10/2020
    Massmutual Life Insurance
    Walnut Creek, CA
  • 03/2020 → 10/2020
    Mml Investors Services, Llc
    Walnut Creek, CA
  • 10/2020 → Present
    Fidelity Investments
    Campbell, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-127682|OrgNmn:Reo Mason |Org Addr:Cupertino,California,US|OBA Nature:Amazon Digital book Reo Mason|Invst Rel:N|Title:Kindle account owner|Duties:maintain the online account with Amazon|StrtDt:05-05-18|TotHrs/mon:0.01|TrdHrs/mon:0|OBA-128620|OrgNmn:Family Trust |Org Addr:cupertino,California,US|OBA Nature:Family Trust holding 3 rental |Invst Rel:Y|Title:trustee|Duties:trustee |StrtDt:03-05-02|TotHrs/mon:0.01|TrdHrs/mon:0.01|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-06-02
S63 Uniform Securities Agent State Law Examination 2005-10-21
  • S65 Uniform Investment Adviser Law Examination
    2008-06-02
  • S63 Uniform Securities Agent State Law Examination
    2005-10-21
Other Names
  • Chiou-Pying Chu
  • Chioupying Cheng
  • Chiou-Pying Cheng

View on SEC IAPD

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