Suzanne Yimling Mui-good

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (investment companies)
Portfolio management (institutions)
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

IL RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Sleepy Hollow, IL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien Yes
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Stifel	Geneva	IL	01/2020	09/2021
Ctl Global	Elk Grove Village	IL	08/2018	01/2020
N/A	Unemployed	IL	08/2017	08/2018
Experian	Schaumburg	IL	02/2003	08/2017
Fidelity	Merrimack	NH	09/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

01/2020 → 09/2021

Stifel

Geneva, IL
08/2018 → 01/2020

Ctl Global

Elk Grove Village, IL
08/2017 → 08/2018

N/A

Unemployed, IL
02/2003 → 08/2017

Experian

Schaumburg, IL
09/2021 → Present

Fidelity

Merrimack, NH
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-11-05 → 2025-03-31

Fidelity Personal And Workplace Advisors

Sleepy Hollow, IL
2021-03-23 → 2021-10-01

Stifel, Nicolaus & Company, Incorporated

Naperville, IL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-03-22

S66 Uniform Combined State Law Examination

2021-03-22

Other Names

Suzanne Y Mui
Yim Ling Mui
Suzanne Yimling Mui-Good
Suzanne Y Mui-Good

View on SEC IAPD