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

May 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S66

First exam

Sep 4, 2021

First registration

Sep 8, 2021

Dual registered

yes, broker-dealer

Other names

HELEN LI

IAPD individual key

7377353

• Occurred

  Jul 27, 2026
  Advisor changed firm

  Shifang Li left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Strategic Advisers Llc (registered 2026-08-20)

  Form ADVobserved 3 days ago
• Occurred

  Jan 14, 2022
  Advisor changed firm

  Shifang Li left Edward Jones for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2023-01-13)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f8ad476d-2425-eaa1-7203-0a4903b5d1eb

First observed

Sep 8, 2021

Last observed

Sep 14, 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.