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Yi Huang

Strategic Advisers LLC

Dublin, CA

Pleasanton, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

4500 A Tassajara Road, Dublin, CA 94568-4608 • United States

Pleasanton, 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
Jpmorgan Chase Bank, N.A. Pasadena CA 05/2019 10/2021
J.P. Morgan Securities Llc Pasadena CA 05/2019 10/2021
Bank Of The West Alhambra CA 04/2015 05/2019
Fidelity Investments Dublin CA 11/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2019 → 10/2021
    Jpmorgan Chase Bank, N.A.
    Pasadena, CA
  • 05/2019 → 10/2021
    J.P. Morgan Securities Llc
    Pasadena, CA
  • 04/2015 → 05/2019
    Bank Of The West
    Alhambra, CA
  • 11/2021 → Present
    Fidelity Investments
    Dublin, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-01-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Dublin, CA
  • 2019-09-30 → 2021-10-23
    J.P. Morgan Securities Llc
    Pasadena, CA
Other Businesses

OBA-111040|OrgNmn:Kev's Disocunted Travel|Org Addr:Pleasanton,California,US|OBA Nature:Sells disocunted attractions t|Invst Rel:N|Title:Sole Proprietor|Duties:fulfill customer order|StrtDt:|TotHrs/mon:60|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-23
  • S66 Uniform Combined State Law Examination
    2019-09-23
Other Names
  • Kevin Huang
  • Yichuan Huang
  • Yi-Chuan Huang
  • Yi C Huang
  • Yi Chuan Huang

View on SEC IAPD

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J.P. MORGAN SECURITIES LLC
FINCOP FINANCIAL PLANNING
ACUMAIN CAPITAL, LLC
ALTA VIA CAPITAL
WEALTHPAVER
LPL ENTERPRISE, LLC

Other Investors

DANIEL J QUINN
MASOUD RAHIMI
KAI LI
JUSTIN T SAAR
ARYIKA SINGH
TRICCIA MARIE BANA
DANIELLE L. PETTIETTE ERLINGER
ANDREW DE LA VEGA

Other Offices

HARMONEY CAPITAL LLC · DUBLIN, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · DUBLIN, CA
J.P. MORGAN SECURITIES LLC · DUBLIN, CA
FINCOP FINANCIAL PLANNING · DUBLIN, CA
J.P. MORGAN SECURITIES LLC · Pleasanton, CA
ACUMAIN CAPITAL, LLC · PLEASANTON, CA
ALTA VIA CAPITAL · PLEASANTON, CA
WEALTHPAVER · PLEASANTON, CA

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