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Joshua Chan

Strategic Advisers LLC

Chandler, AZ

Chandler, AZ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • AZ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Chandler, AZ • United States

7001 West Ray Road Chandler Pavilions, Chandler, AZ 85226-1517 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 06/2020 05/2021
Hope Christian Church Phoenix AZ 12/2013 05/2020
Bank Of America, N.A. Chandler AZ 05/2021 01/2022
Fidelity Investments Chandler AZ 01/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2020 → 05/2021
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Chandler, AZ
  • 12/2013 → 05/2020
    Hope Christian Church
    Phoenix, AZ
  • 05/2021 → 01/2022
    Bank Of America, N.A.
    Chandler, AZ
  • 01/2022 → Present
    Fidelity Investments
    Chandler, AZ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-16
  • S66 Uniform Combined State Law Examination
    2021-02-16
Designations
Other Names
  • Joshua Ming Yan Chan
  • Joshua M Chan

View on SEC IAPD

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