Brandon Yin-Ting Leung

CRD 6391451 · Fidelity Brokerage Services LLC · Bridgewater, NJ

IA RegisteredBroker

Also appears in the source record as: Brandon Y Leung

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): SIESeries 7Series 10Series 9Series 66
Registered states (5): Massachusetts · New Jersey · Texas · Utah · Washington
Years in the industry (source record): 11
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (9)

From the source registration record · current first

Strategic Advisers LLCCurrent
Bridgewater, NJ · IA capacity

start not retrieved → present
Fidelity Brokerage Services LLCCurrent
Bridgewater, NJ · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
Shrewsbury, NJ · IA capacity

Aug 17, 2021 → Mar 31, 2025
New York Life Investment Management LLC
New York, NY · IA capacity

Nov 27, 2019 → Sep 29, 2020
Nylife Distributors LLC
New York, NY · BC capacity

Nov 25, 2019 → Sep 29, 2020
J.P. Morgan Securities LLC
New York, NY · IA capacity

Feb 16, 2017 → Nov 27, 2019
J.P. Morgan Securities LLC
New York, NY · BC capacity

Feb 16, 2017 → Nov 27, 2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Pennington, NJ · IA capacity

Oct 27, 2014 → Feb 6, 2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Pennington, NJ · BC capacity

Oct 2, 2014 → Feb 6, 2017

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 6391451 ↗ FINRA BrokerCheck record for CRD 6391451 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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