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Wantong Hulick

Strategic Advisers LLC

Jacksonville, FL

St Johns, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

4671 Town Center Pkwy, Jacksonville, FL 32246-7400 • United States

St Johns, FL • 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
Fidelity Investments Jacksonville FL 10/2020 Present
Tmc Jacksonville FL 09/2020 10/2020
Southeastern Grocers Jacksonville FL 07/2020 08/2020
Unemployed Jacksonville FL 06/2019 06/2020
Imagine Learning Yingkou 12/2018 06/2019
Bdo China Shu Lun Pan Cpas Beijing 09/2018 10/2018
University Of Washington Seattle WA 09/2014 06/2018
Fidelity Investments Boston MA 03/2025 Present
  • 10/2020 → Present
    Fidelity Investments
    Jacksonville, FL
  • 09/2020 → 10/2020
    Tmc
    Jacksonville, FL
  • 07/2020 → 08/2020
    Southeastern Grocers
    Jacksonville, FL
  • 06/2019 → 06/2020
    Unemployed
    Jacksonville, FL
  • 12/2018 → 06/2019
    Imagine Learning
    Yingkou
  • 09/2018 → 10/2018
    Bdo China Shu Lun Pan Cpas
    Beijing
  • 09/2014 → 06/2018
    University Of Washington
    Seattle, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-05-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-29
S63 Uniform Securities Agent State Law Examination 2021-03-05
  • S66 Uniform Combined State Law Examination
    2022-04-29
  • S63 Uniform Securities Agent State Law Examination
    2021-03-05
Other Names
  • Wantong Chai

View on SEC IAPD

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Other Investors

ANTHONY JOSEPH DE BELLIS
RYAN ALEXANDER WILLIAMS
JORDAN Christopher LACY
Derek Charles Vail
Adam Kyle Dorman
CORNELIUS JOHN CRONIN
Mia Victoria Greenfield
MICHAEL LOUIS ELLIS

Other Offices

LPL ENTERPRISE, LLC · JACKSONVILLE, FL
MADDEN ADVISORY SERVICES, INC. · JACKSONVILLE, FL
SANCHEZ WEALTH MANAGEMENT GROUP, LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
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