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Songnan Shi

Strategic Advisers LLC

Washington, DC

Frederick, MD

Annapolis, MD

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2025-03-31
MD RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • DC RA
    APPROVED
    Since 2025-03-31
  • MD RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

1900 K St Nw Stes 110 & 1175, Washington, DC 20006-1110 • United States

Frederick, MD • United States

1901 Towne Centre Boulevard Suite 135, Annapolis, MD 21401-3047 • 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 Towson MD 06/2011 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2011 → Present
    Fidelity Investments
    Towson, MD
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Frederick, MD
    Washington, DC
  • 2014-06-30 → 2018-07-13
    Strategic Advisers Llc
    Towson, MD
    Washington, DC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-06-30
S63 Uniform Securities Agent State Law Examination 2007-01-22
  • S66 Uniform Combined State Law Examination
    2014-06-30
  • S63 Uniform Securities Agent State Law Examination
    2007-01-22
Other Names
  • Wendy Shi
  • Songnan Shi
  • Wendy Shi

View on SEC IAPD

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Other Offices

BRYSPEN, INCORPORATED · WASHINGTON, DC
3WIRE INVESTMENT · WASHINGTON, DC
LPL FINANCIAL LLC · WASHINGTON, DC
ORIDIAN CAPITAL MANAGEMENT, L.P. · WASHINGTON, DC
C5 CAPITAL USA LLC · WASHINGTON, DC
AEB CAPITAL · WASHINGTON, DC
DOMINION FINANCIAL CONSULTANTS, LLC · WASHINGTON, DC
A.G.P. / ALLIANCE GLOBAL PARTNERS · Washington, DC

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