Sung won Suh
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsDec 2021 to now
- Pet and TreeJun 2018 to now
- J.P. Morgan Securities LLCJul 2018 to Dec 2021
- JPMorgan Chase Bank, N.A.Jul 2018 to Dec 2021
- Bank of America, N.A.Jan 2017 to Jun 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2017 to Jan 2018
- UnemployedDec 2016 to Dec 2016
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2016 to Nov 2016
- Bank of America, N.A.Nov 2015 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6241407
- Firm CRD
- 104555