Po Teng
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.4TFirm assets
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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
12 years in the industry.
- Strategic Advisers LLCMay 2025 to now
- Fidelity InvestmentsMar 2025 to now
- UnemployedDec 2024 to Mar 2025
- Brio Financial GroupNov 2024 to Dec 2024
- UnemployedAug 2024 to Oct 2024
- J.P. Morgan Securities LLCMay 2023 to Jul 2024
- JPMorgan Chase Bank, N.A.May 2023 to Jul 2024
- Bank of America, N.A.Nov 2021 to May 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2021 to May 2023
- Po TengJan 2020 to Oct 2021
- Agl Employee DistributorsNov 2018 to Jan 2020
- AIGNov 2018 to Jan 2020
- UnemployedAug 2018 to Oct 2018
- County of Santa CruzApr 2018 to Aug 2018
- Healthright 360Sep 2017 to May 2018
- Asian American Recovery ServicesSep 2017 to Apr 2018
- Community Youth CenterSep 2015 to Sep 2017
- Happy Learning Center LLCJul 2014 to Oct 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7462558
- Firm CRD
- 104555