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Linda Ly

Strategic Advisers LLC

Portland, OR

Tigard, OR

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-11
OR RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-09-11
  • OR RA
    APPROVED
    Since 2025-03-31

Branch Locations

Portland, OR • United States

7493 Sw Bridgeport Road Bridgeport Village, Tigard, OR 97224-7207 • 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
Edward Jones St Louis MO 09/2023 12/2024
Amci Global San Jose CA 10/2020 08/2023
Google/Premium Retail Services San Jose CA 01/2017 12/2019
Google/Mosaic San Jose CA 01/2017 12/2019
Freelance San Jose CA 09/2019 01/2020
Performance Chevrolet Sacramento CA 05/2017 07/2017
American Medical Response Sacramento CA 08/2016 09/2018
Self Employed Remote CA 01/2020 09/2020
Fidelity Investments Tigard OR 01/2025 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2023 → 12/2024
    Edward Jones
    St Louis, MO
  • 10/2020 → 08/2023
    Amci Global
    San Jose, CA
  • 01/2017 → 12/2019
    Google/Premium Retail Services
    San Jose, CA
  • 01/2017 → 12/2019
    Google/Mosaic
    San Jose, CA
  • 09/2019 → 01/2020
    Freelance
    San Jose, CA
  • 05/2017 → 07/2017
    Performance Chevrolet
    Sacramento, CA
  • 08/2016 → 09/2018
    American Medical Response
    Sacramento, CA
  • 01/2020 → 09/2020
    Self Employed
    Remote, CA
  • 01/2025 → Present
    Fidelity Investments
    Tigard, OR
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-03-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tigard, OR
  • 2023-11-20 → 2024-12-09
    Edward Jones
    Lake Oswego, OR
    Portland, OR
    Lake Oswego, OR
    St Louis, MO
    Portland, OR
    St. Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-12
  • S66 Uniform Combined State Law Examination
    2023-11-12

View on SEC IAPD

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