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Junzhao Liu

Strategic Advisers LLC

Lynnwood, WA

Lynnwood, WA

Salt Lake City, UT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-29
WA RA APPROVED 2026-08-29
  • TX RA
    APPROVED
    Since 2026-08-29
  • WA RA
    APPROVED
    Since 2026-08-29

Branch Locations

Lynnwood, WA • United States

18825 33Rd Ave W., Ste 200, Lynnwood, WA 98036-4747 • United States

49 North 400 West, Salt Lake City, UT 84101 • 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
University Of Washington Seattle WA 09/2022 03/2024
Tianfu Seattle Seattle WA 09/2023 03/2024
Whatcom Community College Bellingham WA 09/2016 09/2017
City Of Seattle?Seattle City Light Seattle WA 06/2023 05/2024
University Of Washington Seattle WA 09/2017 06/2021
Fidelity Investments Salt Lake City UT 07/2024 Present
Sehome High School Bellingham WA 09/2015 09/2016
Uw Hfs Seattle WA 11/2018 09/2019
Unemployed Chengdu 09/2021 09/2022
Timeless Tea Dessert Cafe Seattle WA 07/2023 11/2023
Tetherless Capital Chengdu 07/2021 09/2021
Unemployed Seattle WA 05/2024 06/2024
  • 09/2022 → 03/2024
    University Of Washington
    Seattle, WA
  • 09/2023 → 03/2024
    Tianfu Seattle
    Seattle, WA
  • 09/2016 → 09/2017
    Whatcom Community College
    Bellingham, WA
  • 06/2023 → 05/2024
    City Of Seattle?Seattle City Light
    Seattle, WA
  • 09/2017 → 06/2021
    University Of Washington
    Seattle, WA
  • 07/2024 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 09/2015 → 09/2016
    Sehome High School
    Bellingham, WA
  • 11/2018 → 09/2019
    Uw Hfs
    Seattle, WA
  • 09/2021 → 09/2022
    Unemployed
    Chengdu
  • 07/2023 → 11/2023
    Timeless Tea Dessert Cafe
    Seattle, WA
  • 07/2021 → 09/2021
    Tetherless Capital
    Chengdu
  • 05/2024 → 06/2024
    Unemployed
    Seattle, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-24
S63 Uniform Securities Agent State Law Examination 2024-09-27
  • S66 Uniform Combined State Law Examination
    2026-08-24
  • S63 Uniform Securities Agent State Law Examination
    2024-09-27

View on SEC IAPD

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