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James Li

Strategic Advisers LLC

San Antonio, TX

San Antonio, TX

CRD 7372655

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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

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

Branch Locations

San Antonio, TX • United States

139 North Loop 1604 East Suite #103, San Antonio, TX 78232-1392 • 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
Thumbrand Plano TX 11/2019 11/2020
Suitsupply Plano TX 03/2018 11/2019
Warby Parker Plano TX 04/2017 03/2018
Fidelity Investments Plano TX 04/2021 Present
Collin College Frisco TX 01/2016 01/2018
Ut Dallas Richardson TX 02/2020 05/2021
Fidelity Investments Boston MA 03/2025 Present
  • 11/2019 → 11/2020
    Thumbrand
    Plano, TX
  • 03/2018 → 11/2019
    Suitsupply
    Plano, TX
  • 04/2017 → 03/2018
    Warby Parker
    Plano, TX
  • 04/2021 → Present
    Fidelity Investments
    Plano, TX
  • 01/2016 → 01/2018
    Collin College
    Frisco, TX
  • 02/2020 → 05/2021
    Ut Dallas
    Richardson, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-07-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-07
S63 Uniform Securities Agent State Law Examination 2021-08-17
  • S66 Uniform Combined State Law Examination
    2022-07-07
  • S63 Uniform Securities Agent State Law Examination
    2021-08-17

View on SEC IAPD

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