QIAN ZHAO is an investment adviser representative (IAR) with state registration records since 2009, appearing at 6 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2021-07-26 | 2025-03-31 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2021-02-23 | 2021-05-24 | — |
| EDWARD D. JONES & CO., L.P. | 2019-11-08 | 2021-01-28 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2013-10-10 | 2014-05-09 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2011-01-03 | 2012-02-24 | — |
| WELLS FARGO INVESTMENTS, LLC | 2009-09-14 | 2011-01-03 | — |