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Dawei Liu

Strategic Advisers LLC

Irvine, CA

Irvine, 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 2025-04-04
TX RA APPROVED 2025-04-04
  • CA RA
    APPROVED
    Since 2025-04-04
  • TX RA
    APPROVED
    Since 2025-04-04

Branch Locations

2211 Michelson Drive Suites 100 & 120, Irvine, CA 92612-1386 • United States

Irvine, 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
Fidelity Investments Irvine CA 01/2025 Present
Unemployed Oakland CA 10/2018 01/2023
University Of California, Berkeley Berkeley CA 08/2016 05/2017
Accenture San Francisco CA 09/2017 10/2018
Milwaukee Acupuncture And Health Center Greenfield WI 01/2023 01/2025
Unemployed Berkeley CA 05/2017 09/2017
  • 01/2025 → Present
    Fidelity Investments
    Irvine, CA
  • 10/2018 → 01/2023
    Unemployed
    Oakland, CA
  • 08/2016 → 05/2017
    University Of California, Berkeley
    Berkeley, CA
  • 09/2017 → 10/2018
    Accenture
    San Francisco, CA
  • 01/2023 → 01/2025
    Milwaukee Acupuncture And Health Center
    Greenfield, WI
  • 05/2017 → 09/2017
    Unemployed
    Berkeley, CA
Other Businesses

OBA-115666|OrgNmn:Milwaukee Acupuncture and Health Center|Org Addr:Greenfield,Wisconsin,US|OBA Nature:Acupuncture Clinic|Invst Rel:N|Title:Employee|Duties:Google Ads and Analytics, Content Marketing|StrtDt:|TotHrs/mon:18|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-19
  • S66 Uniform Combined State Law Examination
    2024-10-19

View on SEC IAPD

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Sylvia Yoonhee Ahn
Adam Jehad Salman
Charles Edward Gallagher
KAREN LOMAS
Arvind Mehta

Other Offices

VISTA POINT ASSET MANAGEMENT LLC · IRVINE, CA
PRINCIPAL SECURITIES, INC. · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
EQUITABLE ADVISORS, LLC · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
EQUITABLE ADVISORS, LLC · IRVINE, CA

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