John Ping Zhao
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsSep 2021 to now
- UnemployedMay 2021 to Sep 2021
- Emory UniversityAug 2019 to May 2021
- Prolific (prolific Academic)Apr 2019 to Sep 2021
- UnemployedDec 2018 to Aug 2019
- Harvard UniversitySep 2018 to Dec 2018
- UnemployedNov 2017 to Sep 2018
- New Hampshire Oral and Maxillofacial SurgerySep 2017 to Nov 2017
- UnemployedMay 2017 to Sep 2017
- Northeastern UniversitySep 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (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
- 7449117
- Firm CRD
- 104555