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Wenxia Shen

Strategic Advisers LLC

Falls Church, VA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Falls Church, VA • 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
Wells Fargo Clearing Services, Llc Honolulu HI 09/2018 10/2021
Stars Wealth Co. Ltd Shanghai 03/2017 05/2018
N/A Shanghai 09/2016 02/2017
N/A Shanghai 06/2018 09/2018
Fidelity Investments Covington KY 07/2022 Present
N/A Arlington VA 10/2021 07/2022
Fidelity Investments Boston MA 03/2025 Present
  • 09/2018 → 10/2021
    Wells Fargo Clearing Services, Llc
    Honolulu, HI
  • 03/2017 → 05/2018
    Stars Wealth Co. Ltd
    Shanghai
  • 09/2016 → 02/2017
    N/A
    Shanghai
  • 06/2018 → 09/2018
    N/A
    Shanghai
  • 07/2022 → Present
    Fidelity Investments
    Covington, KY
  • 10/2021 → 07/2022
    N/A
    Arlington, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-21
  • S66 Uniform Combined State Law Examination
    2020-02-21

View on SEC IAPD

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