Rachel Lu

Strategic Advisers LLC

Claim This Profile

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-01-13
CA	RA	APPROVED	2025-03-31

TX RA
APPROVED_RES

Since 2026-01-13
CA RA
APPROVED

Since 2025-03-31

Branch Locations

Milpitas, 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

Organization	City	State	From	To
Citigroup Inc.	Santa Clara	CA	07/2021	10/2022
Lucrative Ventures	Sacramento	CA	05/2020	04/2022
Citigroup Inc	Milpitas	CA	01/2007	03/2017
Unemployed	Milpitas	CA	02/2017	04/2020
Fidelity Investment	Milpitas	CA	10/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

07/2021 → 10/2022

Citigroup Inc.

Santa Clara, CA
05/2020 → 04/2022

Lucrative Ventures

Sacramento, CA
01/2007 → 03/2017

Citigroup Inc

Milpitas, CA
02/2017 → 04/2020

Unemployed

Milpitas, CA
10/2022 → Present

Fidelity Investment

Milpitas, CA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-12-07 → 2025-03-31

Fidelity Personal And Workplace Advisors

Milpitas, CA
2022-03-22 → 2022-10-27

Citigroup Global Markets Inc.

Cupertino, CA

San Francisco, CA

San Francisco, CA

Fresno, CA

San Francisco, CA

Other Businesses

OBA-101591|OrgNmn:Mckendree Assets LLC|Org Addr:Louisvlle,Kentucky,US|OBA Nature:Rental property|Invst Rel:Y|Title:Partner|Duties:book keeping |StrtDt:08-14-23|TotHrs/mon:10|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-03-21

S66 Uniform Combined State Law Examination

2022-03-21

Other Names

Rachel Lu
Liyue Lu

View on SEC IAPD

More in Milpitas, CA

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor