Best Investors Account Sign in

Lilian Huang

Strategic Advisers LLC

Reston, VA

Chantilly, VA

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-02-05
VA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2026-02-05
  • VA RA
    APPROVED
    Since 2025-03-31

Branch Locations

11957 Democracy Drive, Reston, VA 20190-5662 • United States

Chantilly, VA • 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
Wells Fargo Clearing Services, Llc Burke VA 08/2014 07/2017
Wells Fargo Bank Na Burke VA 07/2012 07/2017
Hsbc Bank Usa Inc Reston VA 08/2017 05/2020
Td Ameritrade, Inc Reston VA 05/2020 01/2021
Td Ameritrade Investment Management Llcq Reston VA 05/2020 12/2020
Hsbc Bank Usa Reston VA 07/2017 05/2020
Jpmorgan Chase Bank Na Arlington VA 01/2021 05/2022
Jpmorgan Securities, Llc Arlington VA 01/2021 05/2022
Fidelity Investments Reston VA 05/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2014 → 07/2017
    Wells Fargo Clearing Services, Llc
    Burke, VA
  • 07/2012 → 07/2017
    Wells Fargo Bank Na
    Burke, VA
  • 08/2017 → 05/2020
    Hsbc Bank Usa Inc
    Reston, VA
  • 05/2020 → 01/2021
    Td Ameritrade, Inc
    Reston, VA
  • 05/2020 → 12/2020
    Td Ameritrade Investment Management Llcq
    Reston, VA
  • 07/2017 → 05/2020
    Hsbc Bank Usa
    Reston, VA
  • 01/2021 → 05/2022
    Jpmorgan Chase Bank Na
    Arlington, VA
  • 01/2021 → 05/2022
    Jpmorgan Securities, Llc
    Arlington, VA
  • 05/2022 → Present
    Fidelity Investments
    Reston, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-06-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Reston, VA
  • 2021-01-26 → 2022-05-18
    J.P. Morgan Securities Llc
    Arlington, VA
    Arlington, VA
    Alexandria, VA
    Washington, DC
    Washington, DC
  • 2020-05-22 → 2021-01-11
    Td Ameritrade, Inc.
    Reston, VA
  • 2020-05-28 → 2020-12-31
    Td Ameritrade Investment Management, Llc
    Reston, VA
  • 2017-08-29 → 2020-06-02
    Hsbc Securities (Usa) Inc.
    Reston, VA
    Fairfax, VA
  • 2015-02-03 → 2017-07-13
    Wells Fargo Clearing Services, Llc
    Burke, VA
    Mclean, VA
    Great Falls, VA
    Mclean, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-02-03
S63 Uniform Securities Agent State Law Examination 2014-10-14
  • S65 Uniform Investment Adviser Law Examination
    2015-02-03
  • S63 Uniform Securities Agent State Law Examination
    2014-10-14
Other Names
  • Lilian Huang Langston

View on SEC IAPD

Other Firms

MASON INVESTMENT ADVISORY SERVICES INC
STAPLE INVESTMENTS LLC
CETERA INVESTMENT ADVISERS LLC
CERITY PARTNERS LLC
AUTUMN WIND ASSET MANAGEMENT INC
HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
F L PUTNAM INVESTMENT MANAGEMENT CO.
WEALTHSPIRE ADVISORS

Other Investors

BRIAN MICHAEL KELLEY
SARAH E BAKER
Shayna Amalie Lebowitz
ALLISON LORI Berlenbach Gormier
WILLIAM JESSE DWENGER
MATTHEW JON KRAUSE
BLAINE WILLIAM HOMAN
DEREK LESNAK

Other Offices

MASON INVESTMENT ADVISORY SERVICES INC · RESTON, VA
STAPLE INVESTMENTS LLC · RESTON, VA
CETERA INVESTMENT ADVISERS LLC · RESTON, VA
CERITY PARTNERS LLC · RESTON, VA
AUTUMN WIND ASSET MANAGEMENT INC · RESTON, VA
HOULIHAN FINANCIAL RESOURCE GROUP, LTD. · RESTON, VA
F L PUTNAM INVESTMENT MANAGEMENT CO. · RESTON, VA
WEALTHSPIRE ADVISORS · Reston, VA

More in Reston, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor