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Shanshan Wu

Strategic Advisers LLC

San Jose, CA

Campbell, 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

San Jose, CA • United States

851 East Hamilton Ave Ste 100, Campbell, CA 95008-0600 • 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
Jp Chase Bank N.A. San Jose CA 11/2017 02/2018
Jp Chase Bank N.A. Los Gatos CA 11/2015 10/2017
Jp Morgan Securities Llc San Jose CA 03/2018 02/2019
Hsbc Securities (Usa) Inc. New York NY 02/2019 09/2024
Hsbc Bank Usa, N.A. New York NY 02/2019 09/2024
Fidelity Investments Campbell CA 09/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2017 → 02/2018
    Jp Chase Bank N.A.
    San Jose, CA
  • 11/2015 → 10/2017
    Jp Chase Bank N.A.
    Los Gatos, CA
  • 03/2018 → 02/2019
    Jp Morgan Securities Llc
    San Jose, CA
  • 02/2019 → 09/2024
    Hsbc Securities (Usa) Inc.
    New York, NY
  • 02/2019 → 09/2024
    Hsbc Bank Usa, N.A.
    New York, NY
  • 09/2024 → Present
    Fidelity Investments
    Campbell, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Campbell, CA
  • 2023-07-31 → 2024-10-03
    Hsbc Securities (Usa) Inc.
    Mountain View, CA
    Cupertino, CA
    Cupertino, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-31
S63 Uniform Securities Agent State Law Examination 2018-06-22
  • S66 Uniform Combined State Law Examination
    2023-07-31
  • S63 Uniform Securities Agent State Law Examination
    2018-06-22
Other Names
  • Selina Wu

View on SEC IAPD

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