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Wanqian Zhou

Strategic Advisers LLC

Center Valley, PA

Bethlehem, PA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-15
PA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-12-15
  • PA RA
    APPROVED
    Since 2025-03-31

Branch Locations

2945 Center Valley Pkwy Suite 311, Center Valley, PA 18034-9033 • United States

Bethlehem, PA • 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
Td Ameritrade Omaha NE 09/2019 04/2021
University Of Nebraska-Lincoln Lincoln NE 08/2017 05/2018
University Of Nebraska-Lincoln Lincoln NE 08/2016 12/2019
Robinhood Financial, Llc Westlake TX 05/2021 08/2023
Edward Jones St Louis MO 08/2023 10/2023
Fidelity Brokerage Services Center Valley PA 11/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2019 → 04/2021
    Td Ameritrade
    Omaha, NE
  • 08/2017 → 05/2018
    University Of Nebraska-Lincoln
    Lincoln, NE
  • 08/2016 → 12/2019
    University Of Nebraska-Lincoln
    Lincoln, NE
  • 05/2021 → 08/2023
    Robinhood Financial, Llc
    Westlake, TX
  • 08/2023 → 10/2023
    Edward Jones
    St Louis, MO
  • 11/2023 → Present
    Fidelity Brokerage Services
    Center Valley, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-02-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Center Valley, PA
  • 2023-09-13 → 2023-10-19
    Edward Jones
    Royersford, PA
    St. Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-29
S63 Uniform Securities Agent State Law Examination 2020-07-08
  • S66 Uniform Combined State Law Examination
    2023-12-29
  • S63 Uniform Securities Agent State Law Examination
    2020-07-08
Other Names
  • Amanda Zhou

View on SEC IAPD

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MML INVESTORS SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
HAMEL ASSOCIATES,INC.
BRIGHTSIDE WEALTH PLANNING, LLC
100 PLUS PLANNING

Other Investors

PETER KINSLEY MILLER
Dawn Elizabeth Marx
JOHN PETER BANKS
ROBERT W MEUSER
THOMAS JAMES BRADSHAW
BRIAN JOSEPH DUELFER
DEBORAH KLATZ ROUNICK
JOHN DOMINIC DONOFRIO

Other Offices

ARGYLE CAPITAL MANAGEMENT, LLC · CENTER VALLEY, PA
AMERIPRISE FINANCIAL SERVICES, LLC · Center Valley, PA
MML INVESTORS SERVICES, LLC · Center Valley, PA
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CENTER VALLEY, PA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · CENTER VALLEY, PA
ARGYLE CAPITAL MANAGEMENT, LLC · Center Valley, PA
HAMEL ASSOCIATES,INC. · CENTER VALLEY, PA
BRIGHTSIDE WEALTH PLANNING, LLC · CENTER VALLEY, PA

More in Center Valley, PA

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