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Pamela Lijing You

Strategic Advisers LLC

San Jose, CA

Sunnyvale, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-08
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-01-08
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

4160 N First St, San Jose, CA 95134-1513 • United States

Sunnyvale, 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
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Mateo CA 11/2019 01/2025
H&R Block Inc Bellevue WA 11/2012 10/2019
Bank Of America Haywood CA 11/2019 10/2022
Fidelity Investments San Jose CA 01/2025 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2019 → 01/2025
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    San Mateo, CA
  • 11/2012 → 10/2019
    H&R Block Inc
    Bellevue, WA
  • 11/2019 → 10/2022
    Bank Of America
    Haywood, CA
  • 01/2025 → Present
    Fidelity Investments
    San Jose, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    San Jose, CA
    Mountain View, CA
  • 2023-02-01 → 2025-01-27
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    San Mateo, CA
    Palo Alto, CA
    San Mateo, CA
    San Mateo, CA
    San Jose, CA
    New York, NY
    San Mateo, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-28
  • S66 Uniform Combined State Law Examination
    2023-01-28
Designations
Other Names
  • Lijing You
  • Pamela You

View on SEC IAPD

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Other Offices

J.P. MORGAN SECURITIES LLC · SAN JOSE, CA
PFG ADVISORS · San Jose, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN JOSE, CA
WELLS FARGO CLEARING SERVICES, LLC · SAN JOSE, CA
J.P. MORGAN SECURITIES LLC · SAN JOSE, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN JOSE, CA
EQUITABLE ADVISORS, LLC · CAMPBELL, CA
ROLO VENTURES MANAGEMENT LLC · SAN JOSE, CA

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