Meng Li

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2021 → 11/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 02/2021 → 12/2021
  Us Bank
  San Jose, CA
• 06/2020 → 11/2020
  Bank Of America
  San Jose, CA
• 10/2019 → 06/2020
  Wells Fargo
  San Jose, CA
• 03/2019 → 06/2019
  Mission Moto Harley Davidson
  San Francisco, CA
• 06/2018 → 03/2019
  Shabuway
  San Mateo, CA
• 03/2012 → 04/2018
  Unemployed
  San Francisco, CA
• 07/2019 → 09/2019
  Unemployed
  San Jose, CA
• 12/2021 → 11/2022
  Bank Of America, N.A.
  San Francisco, CA
• 11/2022 → Present
  Fidelity Investments Llc
  Mountain View, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-12-14 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Mountain View, CA
• 2022-07-22 → 2022-11-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
  New York, NY
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2022-07-21

Other Names

• Mia Li