David Jin kyu Chong
Investment adviser representative at Strategy Asset Managers L.L.C.
17 yearsExperience
1 stateRegistered in
$930.1MFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- The Leaders Group IncJan 2025 to now
- Strategy Asset Managers L.L.C.May 2019 to now
- Newbridge Securities CorporationMar 2019 to Jan 2021
- Holly Street Wealth Advisors, LLCAug 2018 to Jan 2020
- Aurora Capital, LLCAug 2018 to Mar 2019
- Wells Fargo Clearing Services, LLCNov 2016 to Jul 2018
- Wells Fargo Advisors LLCDec 2009 to Nov 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law1996
- Series 63 · Uniform Securities Agent State Law1996
State registrations
Registered as an investment adviser representative in 1 state (CA).
Strategy Asset Managers L.L.C.
$930.1MAssets managed
633Clients
11Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2679656
- Firm CRD
- 109939