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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-05-19
TX RA APPROVED 2026-05-19
  • CA RA
    APPROVED
    Since 2026-05-19
  • TX RA
    APPROVED
    Since 2026-05-19

Branch Locations

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

San Jose, 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
Homemaker San Jose CA 02/2023 08/2024
Automata Arts Los Angeles CA 07/2020 03/2023
Angeles Academy Of Music Los Angeles CA 01/2020 08/2020
Homemaker Los Angeles CA 06/2016 01/2020
New York Life Insurance Company San Jose CA 09/2024 07/2025
Nylife Securities Llc San Jose CA 01/2025 07/2025
Fidelity Investments Sunnyvale CA 08/2025 Present
  • 02/2023 → 08/2024
    Homemaker
    San Jose, CA
  • 07/2020 → 03/2023
    Automata Arts
    Los Angeles, CA
  • 01/2020 → 08/2020
    Angeles Academy Of Music
    Los Angeles, CA
  • 06/2016 → 01/2020
    Homemaker
    Los Angeles, CA
  • 09/2024 → 07/2025
    New York Life Insurance Company
    San Jose, CA
  • 01/2025 → 07/2025
    Nylife Securities Llc
    San Jose, CA
  • 08/2025 → Present
    Fidelity Investments
    Sunnyvale, CA
Other Businesses

OBA-122961|OrgNmn:Real Friends, LLC|Org Addr:San Jose,California,US|OBA Nature:A one-person friendship compan|Invst Rel:N|Title:Officer|Duties:Service Provider|StrtDt:08-04-23|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-02
S63 Uniform Securities Agent State Law Examination 2025-04-21
  • S66 Uniform Combined State Law Examination
    2026-05-02
  • S63 Uniform Securities Agent State Law Examination
    2025-04-21
Other Names
  • Tim Tsang
  • Chunyeung Tsang

View on SEC IAPD

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