Shiyu Fan

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	2026-08-26

CA RA
APPROVED

Since 2026-08-26

Branch Locations

Pasadena, CA • United States

123-127 South Lake Ave., Pasadena, CA 91101 • 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	Boston	MA	01/2025	06/2026
Fidelity Investments	Pasadena	CA	06/2026	Present
Oaks Christian High School	Thousand Oaks	CA	09/2015	09/2019
Boston University	Boston	MA	09/2019	01/2024
Fidelity Investments	Boston	MA	01/2024	01/2025

01/2025 → 06/2026

Fidelity Investments

Boston, MA
06/2026 → Present

Fidelity Investments

Pasadena, CA
09/2015 → 09/2019

Oaks Christian High School

Thousand Oaks, CA
09/2019 → 01/2024

Boston University

Boston, MA
01/2024 → 01/2025

Fidelity Investments

Boston, MA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-08-10
S63	Uniform Securities Agent State Law Examination	2024-08-16

S65 Uniform Investment Adviser Law Examination

2026-08-10
S63 Uniform Securities Agent State Law Examination

2024-08-16

View on SEC IAPD

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