Leon Chen
Investment adviser representative at Strategic Advisers LLC
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.4TFirm assets
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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
15 years in the industry.
- Strategic Advisers LLCJun 2025 to now
- Fidelity InvestmentsJun 2025 to now
- Bank of America, N.A.Jun 2019 to May 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2019 to May 2025
- JP Morgan Chase BankJan 2018 to Jun 2019
- JP Morgan Securities LLCJan 2018 to Jun 2019
- UnemployedAug 2017 to Jan 2018
- JP Morgan Securities LLCOct 2012 to Aug 2017
- JP Morgan Chase BankJun 2011 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2019
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
- 6125648
- Firm CRD
- 104555