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Tai An

Strategic Advisers LLC

Irvine, CA

Irvine, 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 2025-06-04
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-06-04
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

2211 Michelson Drive Suites 100 & 120, Irvine, CA 92612-1386 • United States

Irvine, 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
Hao Edu Inc.(Haostay Llc/Brightway Eucation/Highland Education) Rockville MD 08/2015 03/2023
Fhl Investment Llc Chevy Chase MD 02/2019 12/2021
Gl Capital Llc Columbia MD 12/2022 03/2023
Fidelity Investments Rockville MD 04/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2015 → 03/2023
    Hao Edu Inc.(Haostay Llc/Brightway Eucation/Highland Education)
    Rockville, MD
  • 02/2019 → 12/2021
    Fhl Investment Llc
    Chevy Chase, MD
  • 12/2022 → 03/2023
    Gl Capital Llc
    Columbia, MD
  • 04/2023 → Present
    Fidelity Investments
    Rockville, MD
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-12-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Rockville, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-31
  • S66 Uniform Combined State Law Examination
    2023-07-31
Other Names
  • Teddy An

View on SEC IAPD

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GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
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