Junzhao Liu
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Strategic Advisers LLCAug 2026 to now
- Fidelity InvestmentsJul 2024 to now
- UnemployedMay 2024 to Jun 2024
- Tianfu SeattleSep 2023 to Mar 2024
- Timeless Tea Dessert CafeJul 2023 to Nov 2023
- City of Seattle?seattle City LightJun 2023 to May 2024
- University of WashingtonSep 2022 to Mar 2024
- UnemployedSep 2021 to Sep 2022
- Tetherless CapitalJul 2021 to Sep 2021
- Uw HfsNov 2018 to Sep 2019
- University of WashingtonSep 2017 to Jun 2021
- Whatcom Community CollegeSep 2016 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7963340
- Firm CRD
- 104555