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Shifang Li

Strategic Advisers LLC

Palo Alto, CA

Los Gatos, 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 2026-08-20
TX RA APPROVED 2026-08-20
  • CA RA
    APPROVED
    Since 2026-08-20
  • TX RA
    APPROVED
    Since 2026-08-20

Branch Locations

251 University Avenue, Palo Alto, CA 94301-1714 • United States

Los Gatos, 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
Goga Restaurants Inc. Shanghai 05/2016 06/2019
Unemployed San Francisco CA 07/2019 09/2019
Merrill Lynch A Bank Of America Company San Mateo CA 10/2022 05/2023
Massmutual San Francisco CA 10/2019 05/2021
Fidelity Investments Palo Alto CA 07/2026 Present
Merrill Lynch A Bank Of America Company Palo Alto CA 05/2023 07/2026
Uc Berkeley Berkeley CA 09/2021 05/2023
Edward Jones San Francisco CA 06/2021 01/2022
  • 05/2016 → 06/2019
    Goga Restaurants Inc.
    Shanghai
  • 07/2019 → 09/2019
    Unemployed
    San Francisco, CA
  • 10/2022 → 05/2023
    Merrill Lynch A Bank Of America Company
    San Mateo, CA
  • 10/2019 → 05/2021
    Massmutual
    San Francisco, CA
  • 07/2026 → Present
    Fidelity Investments
    Palo Alto, CA
  • 05/2023 → 07/2026
    Merrill Lynch A Bank Of America Company
    Palo Alto, CA
  • 09/2021 → 05/2023
    Uc Berkeley
    Berkeley, CA
  • 06/2021 → 01/2022
    Edward Jones
    San Francisco, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-04
  • S66 Uniform Combined State Law Examination
    2021-09-04
Other Names
  • Helen Li

View on SEC IAPD

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