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Hai Dao

Strategic Advisers LLC

Brea, CA

Orange, 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

815 E Birch St, Brea, CA 92821-5765 • United States

Orange, 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 Chino Hills CA 04/2017 08/2024
Bank Of America, N.A. Chino Hills CA 09/2015 04/2017
Fidelity Investments Brea CA 09/2024 Present
Fidelity Investments Boston MA 03/2025 Present
Previous Registrations
  • 2024-09-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Brea, CA
  • 2017-08-21 → 2024-08-30
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Chino Hills, CA
    Cucamonga, CA
    Rancho Cucamonga, CA
    Rancho Cucamonga, CA
    Rancho Cucamonga, CA
    Upland, CA
    Alta Loma, CA
Other Businesses

OBA-112877|OrgNmn:HJ Dynamic Duo LLC|Org Addr:huntington,California,US|OBA Nature:Ecommerce, selling home goods |Invst Rel:N|Title:Member|Duties:packaging and shipping|StrtDt:09-04-24|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-18
  • S66 Uniform Combined State Law Examination
    2017-08-18
Other Names
  • Hai V Dao

View on SEC IAPD

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Other Investors

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HUAN-BIN ERIC LEE
ANNA LAURA DIAZ
PETER O PAIK
CHRISTOPHER RAYA SCIARRA
KEVIN OWEN SIMON
CHRISTINA MOON

Other Offices

INVESTLINC WEALTH SERVICES · BREA, CA
MORGAN STANLEY · Brea, CA
LPL FINANCIAL LLC · BREA, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · BREA, CA
LPL FINANCIAL LLC · Brea, CA
OSAIC WEALTH, INC. · BREA, CA
MINISTRY PARTNERS SECURITIES, LLC · BREA, CA
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