IVY LAU is an investment adviser representative (IAR) with state registration records since 2012, appearing at 5 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2025-03-31 | — |
| STRATEGIC ADVISERS LLC | 2018-03-01 | 2018-07-13 | — |
| J.P. MORGAN SECURITIES LLC | 2017-11-28 | 2018-01-03 | — |
| GOLDMAN SACHS WEALTH SERVICES, L.P. | 2015-01-05 | 2017-10-30 | — |
| ERNST & YOUNG INVESTMENT ADVISERS LLP | 2012-04-20 | 2014-06-11 | — |