Zifeng Chen

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-04-09
TX	RA	APPROVED	2025-04-09

CA RA
APPROVED

Since 2025-04-09
TX RA
APPROVED

Since 2025-04-09

Branch Locations

851 East Hamilton Ave Ste 100, Campbell, CA 95008-0600 • United States

San Mateo, CA • 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

Organization	City	State	From	To
Fidelity Investments	Campbell	CA	01/2025	Present
Unemployed	San Mateo	CA	08/2018	06/2022
Ubs	San Francisco	CA	06/2022	08/2022
Unemployed	San Mateo	CA	08/2013	07/2018
Unemployed	San Mateo	CA	08/2022	09/2023
Unemployed	San Mateo	CA	04/2024	01/2025
East West Bank	San Mateo	CA	09/2023	04/2024
Panda Express	Redwood City	CA	07/2018	08/2018

01/2025 → Present

Fidelity Investments

Campbell, CA
08/2018 → 06/2022

Unemployed

San Mateo, CA
06/2022 → 08/2022

Ubs

San Francisco, CA
08/2013 → 07/2018

Unemployed

San Mateo, CA
08/2022 → 09/2023

Unemployed

San Mateo, CA
04/2024 → 01/2025

Unemployed

San Mateo, CA
09/2023 → 04/2024

East West Bank

San Mateo, CA
07/2018 → 08/2018

Panda Express

Redwood City, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-01-08

S66 Uniform Combined State Law Examination

2024-01-08

View on SEC IAPD

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Other Investors

CHIOU-PYING CHENG

ANTONIO JOSE DEL CASTILLO

DAVID WEI-JENG CHEN

RASHMINA LALANI

Other Offices

MONTAGE CAPITAL · CAMPBELL, CA

LPL FINANCIAL LLC · CAMPBELL, CA

BEACON POINTE ADVISORS, LLC · CAMPBELL, CA

CETERA INVESTMENT ADVISERS LLC · CAMPBELL, CA

PRIVATE ADVISOR GROUP, LLC · Campbell, CA

BEACON POINTE ADVISORS, LLC · Campbell, CA

BEACON POINTE ADVISORS, LLC · Campbell, CA

BEACON POINTE ADVISORS, LLC · Campbell, CA

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