Lilian Huang
STRATEGIC ADVISERS | Financial Consultant
CHANTILLY, VA
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CRD#: 6387448
Professional summary
Lilian Huang, who also goes by Lilian Huang Langston, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Chantilly, Virginia and FIDELITY BROKERAGE SERVICES LLC located in Reston, Virginia.
Lilian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Lilian has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Biography
With a decade of industry knowledge and a passion for making positive impact in people's life, I have helped many clients through listening to what matters most to you and your family. It is because once I understand your priorities, we can develop a plan together to pursue the financial goals you set for yourself and your family. As your Financial Consultant, I am committed to give you thoughtful advice, guidance and access to the insights and resources of Fidelity Investments.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Lilian Huang Langston
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Lilian Huang's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneEducation
De Montfort Universtiy
Bachelor of Arts (BA) - Business Administration
2001
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 11957 Democracy Drive, Reston, VA 20190RIA
CRD#: 104555
CHANTILLY, VA
Current
June 3, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 11957 Democracy Drive, Reston, VA 20190BD
CRD#: 7784
Reston, VA
Past
June 9, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
RESTON, VA
Past
January 26, 2021 - May 18, 2022
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
ARLINGTON, VA
Past
January 26, 2021 - May 18, 2022
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
ARLINGTON, VA
Past
May 28, 2020 - December 31, 2020
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
Reston, VA
Past
May 22, 2020 - January 11, 2021
TD AMERITRADE, INC.
RIA
CRD#: 7870
RESTON, VA
Past
May 22, 2020 - January 11, 2021
TD AMERITRADE, INC.
BD
CRD#: 7870
RESTON, VA
Past
August 29, 2017 - June 2, 2020
HSBC SECURITIES (USA) INC.
RIA
CRD#: 19585
FAIRFAX, VA
Past
August 29, 2017 - June 2, 2020
HSBC SECURITIES (USA) INC.
BD
CRD#: 19585
FAIRFAX, VA
Past
February 3, 2015 - July 13, 2017
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
GREAT FALLS, VA
Past
October 7, 2014 - July 13, 2017
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
GREAT FALLS, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/21/2026)
RR
California(7/21/2023)
RR
Colorado(8/1/2024)
RR
Connecticut(12/12/2023)
RR
Delaware(6/3/2022)
RR
District of Columbia(6/3/2022)
RR
Florida(9/21/2022)
RR
Hawaii(4/17/2024)
RR
Illinois(7/7/2025)
RR
Indiana(1/4/2025)
RR
Kentucky(2/11/2025)
RR
Maryland(6/3/2022)
RR
Missouri(11/21/2024)
RR
New Hampshire(1/6/2025)
RR
New Jersey(9/29/2023)
RR
New York(1/8/2026)
RR
North Carolina(1/30/2023)
RR
Ohio(1/8/2026)
RR
Pennsylvania(5/30/2023)
RR
South Carolina(2/3/2023)
RR
Tennessee(7/17/2024)
RR
Texas(1/8/2026)
IAR
Texas(2/5/2026)
RR
Utah(3/1/2024)
RR
Virginia(6/3/2022)
IAR
Virginia(3/31/2025)
RR
West Virginia(6/3/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)PREMIUM
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Chantilly, VATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
