Marina Tai

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	2025-03-31
WA	RA	APPROVED	2025-03-31

TX RA
APPROVED_RES

Since 2025-03-31
WA RA
APPROVED

Since 2025-03-31

Branch Locations

Kirkland, WA • United States

1518 6Th Ave, Seattle, WA 98101-1706 • United States

10500 Ne 8Th Street Bellevue Place Ste 100, Bellevue, WA 98004-4303 • 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
Td Ameritrade	Lynnwood	WA	08/2018	01/2021
Keybank	Mill Creek	WA	12/2016	08/2018
National Bank Financial	Richmond, Bc		05/2016	11/2016
Charles Schwab & Co., Inc.	Bellevue	WA	03/2021	08/2022
Charles Schwab Bank, Ssb	Bellevue	WA	03/2021	08/2022
Fidelity Investments	Bellevue	WA	08/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

08/2018 → 01/2021

Td Ameritrade

Lynnwood, WA
12/2016 → 08/2018

Keybank

Mill Creek, WA
05/2016 → 11/2016

National Bank Financial

Richmond, Bc
03/2021 → 08/2022

Charles Schwab & Co., Inc.

Bellevue, WA
03/2021 → 08/2022

Charles Schwab Bank, Ssb

Bellevue, WA
08/2022 → Present

Fidelity Investments

Bellevue, WA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-09-06 → 2025-03-31

Fidelity Personal And Workplace Advisors

Bellevue, WA
2021-08-26 → 2022-08-05

Charles Schwab & Co., Inc.

Bellevue, WA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-08-26

S66 Uniform Combined State Law Examination

2021-08-26

Other Names

Marina Hui-Mei Tai
Marina Hui Mei Tai

View on SEC IAPD

More in Kirkland, WA

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor