This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

STRATEGIC ADVISERS LLC

Current firm class

national broker-dealer RIAderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 1, 2011earliest registration or exam on IAPD

Years in industry

15derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63|S66

First exam

Nov 30, 2012

First registration

Aug 23, 2019

Dual registered

yes, broker-dealer

Other names

LIANGYI CHEN|Leon Chen|LEON L CHEN|LEON LIANGYI CHEN

IAPD individual key

6125648

• Occurred

  Jun 2, 2025
  Advisor changed firm

  Leon Chen left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Strategic Advisers Llc (registered 2025-06-16)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:60a9ba44-9d2f-c63e-46c2-c6b2f8fefac7

First observed

Aug 23, 2019

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.