Skip to content

Suzanne Yimling Mui-good

Investment adviser representative at Strategic Advisers LLC
23 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business

Are you Suzanne Yimling Mui-good? Claim your profile

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

23 years in the industry.

  1. Strategic Advisers LLCMar 2025 to now
  2. Fidelity InvestmentsMar 2025 to now
  3. FidelitySep 2021 to now
  4. StifelJan 2020 to Sep 2021
  5. Ctl GlobalAug 2018 to Jan 2020
  6. N/aAug 2017 to Aug 2018
  7. ExperianFeb 2003 to Aug 2017

Exams passed

  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 2 states (IL, 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
7221935
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
CallContact this firm