Sun Ho Ma

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2025-08-25

MA RA
APPROVED

Since 2025-08-25

Branch Locations

Natick, MA • United States

405 Cochituate Road, Framingham, MA 01701-4648 • 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

Organization	City	State	From	To
Waddell & Reed Inc	Hamden	CT	08/2016	05/2017
Various Insurance Carriers For W&R Insurance Agencies	Hartford	CT	01/2017	05/2017
Morgan Stanley	Worcester	MA	05/2017	06/2025
Fidelity Investments	Framingham	MA	07/2025	Present

08/2016 → 05/2017

Waddell & Reed Inc

Hamden, CT
01/2017 → 05/2017

Various Insurance Carriers For W&R Insurance Agencies

Hartford, CT
05/2017 → 06/2025

Morgan Stanley

Worcester, MA
07/2025 → Present

Fidelity Investments

Framingham, MA

Previous Registrations

2017-06-12 → 2025-07-01

Morgan Stanley

Hartford, CT

Worcester, MA
2016-12-23 → 2017-05-05

Waddell & Reed

Hartford, CT

Hamden, CT

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-12-23

S66 Uniform Combined State Law Examination

2016-12-23

Other Names

Sunho Ma
Sun Ho Ma
Sun Ho Ma

View on SEC IAPD

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