Lily Bing-Xi Byrnes

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

• 08/2017 → 05/2018
  Recreational Equipment Inc.
  Tysons, VA
• 01/2012 → 05/2018
  Full Time Education
  Oakton, VA
• 05/2018 → 06/2022
  Full Time Education
  Harrisonburg, VA
• 06/2019 → 08/2019
  Lemon Press
  Nantucket, MA
• 08/2019 → 06/2020
  Office Of Residence Life
  Harrisonburg, VA
• 06/2022 → 06/2022
  Unemployed
  New York, NY
• 07/2022 → Present
  Fidelity Investments
  New York, NY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-04-11 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2023-04-04

Other Names

• Lily Bing Xi Byrnes
• Lily Bing-Xi Byrnes