Best Investors Account Sign in
Inactive

Jingying Li

Strategic Advisers LLC

Boston, MA

CRD 3245186

Claim This Profile
Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-05-24
MA RA APPROVED 2010-11-05
  • TX RA
    APPROVED
    Since 2023-05-24
  • MA RA
    APPROVED
    Since 2010-11-05

Branch Locations

155 Seaport Blvd., Boston, MA 02210-2698 • 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
Strategic Advisers Boston MA 08/2010 Present
  • 08/2010 → Present
    Strategic Advisers
    Boston, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-06-23
  • S63 Uniform Securities Agent State Law Examination
    1999-06-23
Designations
  • Chartered Financial Analyst
Other Names
  • Jingying Li

View on SEC IAPD

Nearby Firms

COHERE CAPITAL
BAYPINE HOLDINGS LP
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P.

Nearby Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON

Nearby Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA

More in Boston, MA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor