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Audrey Chin

Strategic Advisers LLC

San Francisco, 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 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

San Francisco, CA • 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
Unemployed San Francisco CA 08/2016 06/2017
Lieff, Cabraser, Heimann & Bernstein, Llp San Francisco CA 06/2017 08/2017
Unemployed San Francisco CA 08/2017 10/2018
805 Kitchen San Luis Obispo CA 10/2018 06/2019
Sambazon San Luis Obispo CA 03/2019 03/2020
Fidelity Investments San Francisco CA 06/2020 10/2020
Orfalea College Of Business San Francisco CA 09/2020 12/2020
Milk In It San Luis Obispo CA 09/2019 01/2021
Whole Foods Market San Francisco CA 01/2021 02/2021
J.P. Morgan Chase Daly City CA 01/2021 04/2021
Fidelity Investments San Francisco CA 04/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 06/2017
    Unemployed
    San Francisco, CA
  • 06/2017 → 08/2017
    Lieff, Cabraser, Heimann & Bernstein, Llp
    San Francisco, CA
  • 08/2017 → 10/2018
    Unemployed
    San Francisco, CA
  • 10/2018 → 06/2019
    805 Kitchen
    San Luis Obispo, CA
  • 03/2019 → 03/2020
    Sambazon
    San Luis Obispo, CA
  • 06/2020 → 10/2020
    Fidelity Investments
    San Francisco, CA
  • 09/2020 → 12/2020
    Orfalea College Of Business
    San Francisco, CA
  • 09/2019 → 01/2021
    Milk In It
    San Luis Obispo, CA
  • 01/2021 → 02/2021
    Whole Foods Market
    San Francisco, CA
  • 01/2021 → 04/2021
    J.P. Morgan Chase
    Daly City, CA
  • 04/2021 → Present
    Fidelity Investments
    San Francisco, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-04-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-28
S63 Uniform Securities Agent State Law Examination 2021-08-27
  • S65 Uniform Investment Adviser Law Examination
    2022-03-28
  • S63 Uniform Securities Agent State Law Examination
    2021-08-27
Other Names
  • Audrey Chin
  • Audrey W Chin

View on SEC IAPD

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