Tong Page
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Strategic Advisers LLCOct 2025 to now
- Fidelity InvestmentsSep 2025 to now
- Bank of America N.A.Nov 2024 to Sep 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2024 to Sep 2025
- Wells Fargo BankJul 2021 to Nov 2024
- CitibankNov 2020 to Jul 2021
- Tesla, Inc.Sep 2020 to Oct 2020
- United AirlinesMar 2017 to Jul 2022
- City National BankSep 2016 to Feb 2017
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
- 7417073
- Firm CRD
- 104555