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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-26
  • CA RA
    APPROVED
    Since 2025-09-26

Branch Locations

398 W. El Camino Real Suite 102, Sunnyvale, CA 94087-1398 • United States

Hayward, 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
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 06/2019 12/2019
Jp Morgan Securities Llc San Mateo CA 01/2024 05/2024
Fidelity Investments Sunnyvale CA 09/2025 Present
Hsbc Securities (Usa) Inc. San Francisco CA 03/2019 06/2019
J.P. Morgan Securities Llc San Francisco CA 01/2020 01/2024
Bc Forward Mountain View CA 09/2017 03/2018
Jpmorgan Chase Bank, N.A. San Francisco CA 01/2020 01/2024
Hsbc Bank Usa, N.A. San Francisco CA 04/2018 06/2019
Duty Free World (Dina M Promotion) San Francisco CA 02/2015 05/2017
Bank Of America, N.A. San Francisco CA 06/2019 12/2019
Jpmorgan Chase Bank, N.A. Foster City CA 05/2024 08/2025
J.P. Morgan Securities Llc Foster City CA 05/2024 08/2025
Hans Skin Care Cosmetic San Mateo CA 05/2017 09/2017
  • 06/2019 → 12/2019
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    San Francisco, CA
  • 01/2024 → 05/2024
    San Mateo, CA
  • 09/2025 → Present
    Fidelity Investments
    Sunnyvale, CA
  • 03/2019 → 06/2019
    Hsbc Securities (Usa) Inc.
    San Francisco, CA
  • 01/2020 → 01/2024
    San Francisco, CA
  • 09/2017 → 03/2018
    Bc Forward
    Mountain View, CA
  • 01/2020 → 01/2024
    Jpmorgan Chase Bank, N.A.
    San Francisco, CA
  • 04/2018 → 06/2019
    Hsbc Bank Usa, N.A.
    San Francisco, CA
  • 02/2015 → 05/2017
    Duty Free World (Dina M Promotion)
    San Francisco, CA
  • 06/2019 → 12/2019
    Bank Of America, N.A.
    San Francisco, CA
  • 05/2024 → 08/2025
    Jpmorgan Chase Bank, N.A.
    Foster City, CA
  • 05/2024 → 08/2025
    Foster City, CA
  • 05/2017 → 09/2017
    Hans Skin Care Cosmetic
    San Mateo, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-29
S63 Uniform Securities Agent State Law Examination 2020-03-06
  • S66 Uniform Combined State Law Examination
    2024-03-29
  • S63 Uniform Securities Agent State Law Examination
    2020-03-06
Other Names
  • Priscilla Fung
  • Wai Ting Priscilla Fung
  • Waitingpriscilla Fung

View on SEC IAPD

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