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He Meng

Strategic Advisers LLC

Quincy, MA

Hingham, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Quincy, MA • United States

50 Derby St Ste 100, Hingham, MA 02043-3740 • 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
Boston University Boston MA 09/2011 05/2018
M.STeinert&Sons Boston MA 06/2018 08/2021
Fidelity Inverstments Marrimack NH 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2011 → 05/2018
    Boston University
    Boston, MA
  • 06/2018 → 08/2021
    M.STeinert&Sons
    Boston, MA
  • 09/2021 → Present
    Fidelity Inverstments
    Marrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-07-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-24
  • S66 Uniform Combined State Law Examination
    2022-06-24
Other Names
  • Helen Meng

View on SEC IAPD

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