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Taiseng Ly

Strategic Advisers LLC

Jacksonville, FL

Jacksonville, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Jacksonville, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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
Pacsun Jacksonville FL 03/2019 09/2019
Chipotle Jacksonville FL 02/2016 04/2018
Cvs Jacksonville FL 01/2018 06/2018
Uber Jacksonville FL 01/2021 06/2021
Doughfee Jacksonville FL 06/2023 01/2024
Fidelity Investments Jacksonville FL 02/2024 Present
First Date Beauty Jacksonville FL 01/2022 06/2023
Best Donuts Spring TX 06/2018 03/2019
Shipley Donut Fort Worth TX 03/2020 12/2021
Ebar Jacksonville FL 08/2019 03/2020
Starbucks Jacksonville FL 01/2022 02/2023
Pich Ktm Corp Jacksonville FL 01/2022 04/2022
Fidelity Investments Boston MA 03/2025 Present
  • 03/2019 → 09/2019
    Pacsun
    Jacksonville, FL
  • 02/2016 → 04/2018
    Chipotle
    Jacksonville, FL
  • 01/2018 → 06/2018
    Cvs
    Jacksonville, FL
  • 01/2021 → 06/2021
    Uber
    Jacksonville, FL
  • 06/2023 → 01/2024
    Doughfee
    Jacksonville, FL
  • 02/2024 → Present
    Fidelity Investments
    Jacksonville, FL
  • 01/2022 → 06/2023
    First Date Beauty
    Jacksonville, FL
  • 06/2018 → 03/2019
    Best Donuts
    Spring, TX
  • 03/2020 → 12/2021
    Shipley Donut
    Fort Worth, TX
  • 08/2019 → 03/2020
    Ebar
    Jacksonville, FL
  • 01/2022 → 02/2023
    Starbucks
    Jacksonville, FL
  • 01/2022 → 04/2022
    Pich Ktm Corp
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-02
S63 Uniform Securities Agent State Law Examination 2024-05-14
  • S66 Uniform Combined State Law Examination
    2025-01-02
  • S63 Uniform Securities Agent State Law Examination
    2024-05-14

View on SEC IAPD

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