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Gin Yuan Lai

Strategic Advisers LLC

San Jose, CA

Mountain View, 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 2026-01-29
TX RA APPROVED 2026-01-29
  • CA RA
    APPROVED
    Since 2026-01-29
  • TX RA
    APPROVED
    Since 2026-01-29

Branch Locations

San Jose, CA • United States

2580 W El Camino Real Ste 9, Mountain View, CA 94040-1308 • 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
Charles Schwab & Co., Inc. Westlake TX 10/2017 07/2020
Hua Nan Commercial Bank New York NY 12/2015 01/2017
Unemployed Taipei 02/2017 09/2017
Unemployed Taipei 08/2020 02/2021
Citibank San Francisco CA 03/2021 12/2021
Jpmorgan Chase Bank Na San Francisco CA 01/2022 03/2022
Jpmorgan Securities Llc San Francisco CA 01/2022 03/2022
Fidelity Investments Westlake TX 06/2022 Present
  • 10/2017 → 07/2020
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 12/2015 → 01/2017
    Hua Nan Commercial Bank
    New York, NY
  • 02/2017 → 09/2017
    Unemployed
    Taipei
  • 08/2020 → 02/2021
    Unemployed
    Taipei
  • 03/2021 → 12/2021
    Citibank
    San Francisco, CA
  • 01/2022 → 03/2022
    Jpmorgan Chase Bank Na
    San Francisco, CA
  • 01/2022 → 03/2022
    Jpmorgan Securities Llc
    San Francisco, CA
  • 06/2022 → Present
    Fidelity Investments
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-20
S63 Uniform Securities Agent State Law Examination 2018-01-26
  • S66 Uniform Combined State Law Examination
    2026-01-20
  • S63 Uniform Securities Agent State Law Examination
    2018-01-26
Other Names
  • Jeffrey G Lai
  • Ginyuan Lai
  • Gin Yuan
  • Gin Yuan Lai
  • Gin Y Lai
  • Gin Yuan Lai

View on SEC IAPD

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