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Zi De Weng

Strategic Advisers LLC

Philadelphia, PA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Philadelphia, PA • 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
The Vanguard Group, Inc. Malvern PA 11/2021 07/2022
Firstpro Philadelphia PA 07/2021 11/2021
King Buffet Pottstown PA 05/2019 06/2021
Temple University Philadelphia PA 02/2019 05/2020
Linguistica International Kearns UT 04/2019 09/2019
Slightedge Marketing Philadelphia PA 05/2019 08/2019
Temple University Philadelphia PA 08/2016 05/2020
Unemployed Pottstown PA 05/2020 08/2020
Fidelity Investments Philadelphia PA 08/2022 Present
Seven-Eleven Philidelphia PA 06/2018 08/2018
Fidelity Investments Boston MA 03/2025 Present
  • 11/2021 → 07/2022
    The Vanguard Group, Inc.
    Malvern, PA
  • 07/2021 → 11/2021
    Firstpro
    Philadelphia, PA
  • 05/2019 → 06/2021
    King Buffet
    Pottstown, PA
  • 02/2019 → 05/2020
    Temple University
    Philadelphia, PA
  • 04/2019 → 09/2019
    Linguistica International
    Kearns, UT
  • 05/2019 → 08/2019
    Slightedge Marketing
    Philadelphia, PA
  • 08/2016 → 05/2020
    Temple University
    Philadelphia, PA
  • 05/2020 → 08/2020
    Unemployed
    Pottstown, PA
  • 08/2022 → Present
    Fidelity Investments
    Philadelphia, PA
  • 06/2018 → 08/2018
    Seven-Eleven
    Philidelphia, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-09-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Philadelphia, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-21
S63 Uniform Securities Agent State Law Examination 2022-02-23
  • S66 Uniform Combined State Law Examination
    2023-09-21
  • S63 Uniform Securities Agent State Law Examination
    2022-02-23
Other Names
  • Tony Weng
  • Zi Weng

View on SEC IAPD

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