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Kai Li

Strategic Advisers LLC

Dublin, CA

Dublin, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Dublin, CA • United States

4500 A Tassajara Road, Dublin, CA 94568-4608 • 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 Francisco CA 04/2013 03/2022
Bank Of America, N.A. San Francisco CA 04/2013 03/2022
Fidelity Investments Dublin CA 03/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2013 → 03/2022
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    San Francisco, CA
  • 04/2013 → 03/2022
    Bank Of America, N.A.
    San Francisco, CA
  • 03/2022 → Present
    Fidelity Investments
    Dublin, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-04-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Dublin, CA
  • 2017-02-24 → 2022-03-23
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
    Concord, CA
    Dublin, CA
    Martinez, CA
    Pleasant Hill, CA
    Danville, CA
    Alamo, CA
    Alamo, CA
    Livermore, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-21
  • S66 Uniform Combined State Law Examination
    2017-02-21

View on SEC IAPD

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