Richard Young
Investment adviser representative at Strategic Advisers LLC
14 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Richard Young? Claim your profile
Contact this firm
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 LLCMar 2025 to now
- Fidelity InvestmentsApr 2022 to now
- Bank of America, N.A.Feb 2020 to Apr 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2020 to Apr 2022
- AerotekJul 2019 to Dec 2019
- UpstartJul 2019 to Dec 2019
- OzumoApr 2018 to Apr 2022
- HaidilaoDec 2017 to Aug 2018
- San Jose State UniversityAug 2017 to Dec 2019
- Gen Korean BbqJul 2015 to Dec 2017
- Foothill CollegeJul 2012 to Aug 2018
- De Anza CollegeJul 2012 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7222387
- Firm CRD
- 104555