# CHEN ZHAO

CHEN ZHAO is an investment adviser representative (IAR) with state registration records since 2007, appearing at 7 firms. Currently registered with STRATEGIC ADVISERS LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2025-03-31 | present | Yes |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2022-12-14 | 2025-03-31 | — |
| [AMERIPRISE FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/6363) | 2019-06-03 | 2022-10-27 | — |
| [SCOTTRADE INVESTMENT MANAGEMENT](https://search.stillhousedata.com/firm/169988) | 2017-01-25 | 2018-03-09 | — |
| [J.P. MORGAN SECURITIES LLC](https://search.stillhousedata.com/firm/79) | 2013-03-11 | 2013-07-02 | — |
| [EDWARD D. JONES & CO., L.P.](https://search.stillhousedata.com/firm/250) | 2008-02-14 | 2013-02-12 | — |
| [PRINCIPAL SECURITIES, INC.](https://search.stillhousedata.com/firm/1137) | 2007-09-20 | 2007-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5185100)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5185100.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.