Suzy Hsieh
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 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 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsOct 2021 to now
- Pruco Securities, LLCJul 2020 to Sep 2021
- The Prudential Insurance Company of AmericaJul 2020 to Sep 2021
- PNC BankSep 2019 to Jul 2020
- UnemployedJan 2019 to Sep 2019
- Brightstar Credit UnionSep 2016 to Dec 2018
- Cuso Financial Services, LPSep 2016 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 5022175
- Firm CRD
- 104555