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Raymond Ruan

Strategic Advisers LLC

Fremont, CA

Mountain View, 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 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Fremont, CA • United States

2580 W El Camino Real Ste 9, Mountain View, CA 94040-1308 • 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 Los Gatos CA 12/2012 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2012 → Present
    Fidelity Investments
    Los Gatos, CA
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-16824|OrgNmn:Cadence Academy of Music|Org Addr:Fremont,California,US|OBA Nature:offer music lessons to childre|Invst Rel:N|Title:Vice President|Duties:no obligations at this point, spouse fully responsible for all operation|StrtDt:10-27-20|TotHrs/mon:0.01|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-03-20
S63 Uniform Securities Agent State Law Examination 2006-05-05
  • S65 Uniform Investment Adviser Law Examination
    2010-03-20
  • S63 Uniform Securities Agent State Law Examination
    2006-05-05
Other Names
  • Wei Feng Ruan
  • Raymond W Ruan
  • Raymond Wf Ruan

View on SEC IAPD

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