Xiaobing Li

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2019 → 04/2022
  Pruco Securities Llc
  Sherman Oaks, CA
• 02/2019 → 04/2019
  N/A
  N/A, CA
• 09/2017 → 01/2019
  Boston University
  Boston, MA
• 01/2015 → 08/2017
  Ohio State University
  Columbus, OH
• 08/2019 → 04/2022
  The Prudential Insurance Company Of America
  Sherman Oaks, CA
• 04/2022 → Present
  Fidelity Investments
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-10-28 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Van Nuys, CA
• 2020-02-06 → 2022-05-06
  Pruco Securities, Llc.
  Sherman Oaks, CA

Exams

• S66 Uniform Combined State Law Examination
  2019-07-31