Best Investors Account Sign in

Hoi Yan Maggie Chan

Strategic Advisers LLC

Walnut Creek, CA

San Francisco, CA

Claim This Profile
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

Walnut Creek, CA • United States

8 Montgomery St, San Francisco, CA 94104-4625 • 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 Oakland CA 11/2016 05/2020
Bank Of America, N.A. Oakland CA 11/2016 05/2020
Bank Of Marin Alameda CA 07/2016 11/2016
Fidelity Brokerage Services Llc San Francisco CA 05/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2016 → 05/2020
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Oakland, CA
  • 11/2016 → 05/2020
    Bank Of America, N.A.
    Oakland, CA
  • 07/2016 → 11/2016
    Bank Of Marin
    Alameda, CA
  • 05/2020 → Present
    Fidelity Brokerage Services Llc
    San Francisco, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-04-20
  • S66 Uniform Combined State Law Examination
    2018-04-20
Other Names
  • Hoi Yan M Chan
  • Hoi Yan Chan

View on SEC IAPD

More in Walnut Creek, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor