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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2025-08-06
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NV RA
    APPROVED
    Since 2025-08-06
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

44 Montgomery St Ste 2350, San Francisco, CA 94104-4710 • United States

San Mateo, 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
First Republic Securities Company, Llc San Francisco CA 02/2016 09/2021
Morgan Stanley San Francisco CA 09/2021 06/2022
Unemployed Daly City CA 07/2022 11/2022
Fidelity Investments Llc San Francisco CA 12/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2016 → 09/2021
    First Republic Securities Company, Llc
    San Francisco, CA
  • 09/2021 → 06/2022
    San Francisco, CA
  • 07/2022 → 11/2022
    Unemployed
    Daly City, CA
  • 12/2022 → Present
    Fidelity Investments Llc
    San Francisco, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-12-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    San Francisco, CA
  • 2021-10-13 → 2022-06-27
    San Francisco, CA
  • 2019-03-02 → 2021-09-13
    J.P. Morgan Private Wealth Advisors Llc
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-02
  • S66 Uniform Combined State Law Examination
    2019-03-02
Other Names
  • Corinna Teng
  • Corinna C Teng

View on SEC IAPD

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