Cindy Li

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2026-02-13
TX	RA	APPROVED	2026-02-03

PA RA
APPROVED

Since 2026-02-13
TX RA
APPROVED

Since 2026-02-03

Branch Locations

Norristown, 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

Organization	City	State	From	To
Unemployed	Brooklyn	UT	07/2020	09/2023
Unemployed	Brooklyn	NY	08/2016	06/2018
Quest Basics	New York	NY	11/2018	07/2020
Fidelity Investments	Salt Lake City	UT	09/2024	Present
Sentry Management Solutions	New York	NY	04/2017	06/2018
Baruch College	New York	NY	08/2020	07/2024
Unemployed	Brooklyn	NY	06/2018	11/2018
Mango Mango Dessert	New York	NY	09/2023	06/2024

07/2020 → 09/2023

Unemployed

Brooklyn, UT
08/2016 → 06/2018

Unemployed

Brooklyn, NY
11/2018 → 07/2020

Quest Basics

New York, NY
09/2024 → Present

Fidelity Investments

Salt Lake City, UT
04/2017 → 06/2018

Sentry Management Solutions

New York, NY
08/2020 → 07/2024

Baruch College

New York, NY
06/2018 → 11/2018

Unemployed

Brooklyn, NY
09/2023 → 06/2024

Mango Mango Dessert

New York, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-02-02
S63	Uniform Securities Agent State Law Examination	2024-12-20

S66 Uniform Combined State Law Examination

2026-02-02
S63 Uniform Securities Agent State Law Examination

2024-12-20

View on SEC IAPD

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