Best Investors Account Sign in

Lilien Woolbert

Strategic Advisers LLC

Albany, NY

Schenectady, NY

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

59 Wolf Rd, Albany, NY 12205-2612 • United States

Schenectady, NY • 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
Trustco Bank Rotterdam NY 03/2022 02/2023
Homemaking Schenectady NY 08/2021 03/2022
Pets A Go Go Briarcliff NY 09/2018 08/2021
Homemaking Austin TX 04/2017 09/2018
Homemaking Shanghai 08/2009 04/2018
Fidelity Investment Albany NY 03/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2022 → 02/2023
    Trustco Bank
    Rotterdam, NY
  • 08/2021 → 03/2022
    Homemaking
    Schenectady, NY
  • 09/2018 → 08/2021
    Pets A Go Go
    Briarcliff, NY
  • 04/2017 → 09/2018
    Homemaking
    Austin, TX
  • 08/2009 → 04/2018
    Homemaking
    Shanghai
  • 03/2023 → Present
    Fidelity Investment
    Albany, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Albany, NY
    Schenectady, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-28
S63 Uniform Securities Agent State Law Examination 2023-07-05
  • S65 Uniform Investment Adviser Law Examination
    2024-05-28
  • S63 Uniform Securities Agent State Law Examination
    2023-07-05
Other Names
  • Li Cui

View on SEC IAPD

Other Firms

ALLSQUARE WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MPWM ADVISORY SOLUTIONS LLC
CITIZENS SECURITIES, INC.
LPL FINANCIAL LLC
THE AFFINITY GROUP, LLC
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

DANIEL DOUGLAS BAUER
BRETT PHILIP HARRIS
DOUGLAS JAMES BAUER
MICHAEL STEPHEN SHAPIRO
STEPHEN MARK PEER
RICHARD JEFFERY ANTHONY
GEORGE NICHOLAS BROWN
JOHN COLE BUFF

Other Offices

ALLSQUARE WEALTH MANAGEMENT, LLC · ALBANY, NY
CETERA INVESTMENT ADVISERS LLC · ALBANY, NY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Albany, NY
MPWM ADVISORY SOLUTIONS LLC · ALBANY, NY
CITIZENS SECURITIES, INC. · ALBANY, NY
LPL FINANCIAL LLC · ALBANY, NY
THE AFFINITY GROUP, LLC · ALBANY, NY
WELLS FARGO CLEARING SERVICES, LLC · ALBANY, NY

More in Albany, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor