JAMES LI is an investment adviser representative (IAR) with state registration records since 2019, 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 | 2022-07-18 | 2025-03-31 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2022-03-09 | 2022-06-10 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2019-02-14 | 2022-02-07 | — |