Hau Ying Woo

Strategic Advisers LLC

Redwood City, CA

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

CA RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Redwood City, 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Daly City	CA	12/2018	04/2019
Bank Of America, N.A.	Daly City	CA	12/2018	04/2019
Citibank	Millbrae	CA	02/2016	11/2018
Fidelity	San Francisco	CA	05/2019	Present
Fidelity Investments	Boston	MA	03/2025	Present

12/2018 → 04/2019

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Daly City, CA
12/2018 → 04/2019

Bank Of America, N.A.

Daly City, CA
02/2016 → 11/2018

Citibank

Millbrae, CA
05/2019 → Present

Fidelity

San Francisco, CA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-06-21 → 2025-03-31

Fidelity Personal And Workplace Advisors

Burlingame, CA

Other Businesses

OBA-90280|OrgNmn:Piano Teacher|Org Addr:Millbrae,California,US|OBA Nature:Teaching Piano |Invst Rel:N|Title:Piano Teacher|Duties:Teaching kids to play piano |StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-01-29
S63	Uniform Securities Agent State Law Examination	2019-08-21

S65 Uniform Investment Adviser Law Examination

2021-01-29
S63 Uniform Securities Agent State Law Examination

2019-08-21

Other Names

Fiona Woo
Fiona Woo

View on SEC IAPD

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