Siqiao Chen
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
3 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 LLCMar 2025 to now
- Fidelity InvestmentsAug 2021 to now
- East Boson Savings BankJan 2021 to Jul 2021
- Eastern Industrial AutomationJul 2020 to Dec 2020
- UnemployedMar 2020 to Jul 2020
- Happy CrabJan 2020 to Mar 2020
- Maki MakiJun 2019 to Aug 2019
- Pressed CafeSep 2018 to Dec 2018
- Bentley UniveristyAug 2018 to May 2021
- Peppercorn HouseNov 2016 to Aug 2018
- Bunker Hill Community CollegeJun 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (MA, NH, 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
- 7426058
- Firm CRD
- 104555