Chiou-pying Cheng
Investment adviser representative at Strategic Advisers LLC
20 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Chiou-pying Cheng? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
20 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsOct 2020 to now
- MML Investors Services, LLCMar 2020 to Oct 2020
- Massmutual Life InsuranceFeb 2020 to Oct 2020
- Eagle Strategies LLCJun 2017 to Feb 2020
- New York Life Insurance CoFeb 2017 to Feb 2020
- Nylife Securities LLCFeb 2017 to Feb 2020
- Pruco SecuritiesFeb 2006 to Feb 2017
- The Prudential Insurance CoFeb 2006 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 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
- 4876919
- Firm CRD
- 104555