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Norman Ho

Strategic Advisers LLC

New York, NY

New York City, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

New York, NY • United States

165 Broadway, New York City, NY 10006-1404 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 10/2014 11/2022
Bank Of America, N.A. New York NY 10/2014 11/2022
Fidelity Investments New York NY 12/2022 Present
Fidelity Investments Boston MA 03/2025 Present
Previous Registrations
  • 2023-01-31 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New York City, NY
  • 2014-11-14 → 2022-11-15
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    New York, NY
    New York, NY
    New York, NY
    New York, NY
    New York, NY
    New York, NY
    New York, NY
    New York, NY
    New York, NY
    New York, NY
    New York, NY
    Orlando, FL
  • 2013-08-23 → 2014-08-11
    Morgan Stanley
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-08-22
  • S66 Uniform Combined State Law Examination
    2013-08-22

View on SEC IAPD

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