CHEN ZHAO is an investment adviser representative (IAR) with state registration records since 2007, appearing at 7 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2022-12-14 | 2025-03-31 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2019-06-03 | 2022-10-27 | — |
| SCOTTRADE INVESTMENT MANAGEMENT | 2017-01-25 | 2018-03-09 | — |
| J.P. MORGAN SECURITIES LLC | 2013-03-11 | 2013-07-02 | — |
| EDWARD D. JONES & CO., L.P. | 2008-02-14 | 2013-02-12 | — |
| PRINCIPAL SECURITIES, INC. | 2007-09-20 | 2007-12-31 | — |