CHINH SHAN LAI is an investment adviser representative (IAR) with state registration records since 2008, appearing at 4 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2020-01-24 | 2025-03-31 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2011-01-03 | 2019-11-20 | — |
| WELLS FARGO INVESTMENTS, LLC | 2008-08-12 | 2011-01-03 | — |