Giang Le
Investment adviser representative at Strategic Advisers LLC
14 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
14 years in the industry.
- Strategic Advisers LLCFeb 2026 to now
- Fidelity InvestmentsSep 2025 to now
- UnemployedJan 2023 to Aug 2025
- Csu East BayAug 2020 to Dec 2022
- J.P. Morgan Securities LLCDec 2019 to Aug 2020
- JPMorgan Chase Bank, N.A.Dec 2019 to Aug 2020
- UnemployedJun 2019 to Nov 2019
- Modern Ceramics MfgMay 2018 to Apr 2019
- De Anza CollegeSep 2015 to Jun 2019
- Ahri CosmeticDec 2012 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2026
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
- 7208062
- Firm CRD
- 104555