Autumn L Ngov
Investment adviser representative at Strategic Advisers LLC
17 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
17 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsFeb 2022 to now
- Goldenberg & Phillips, P.C.Oct 2021 to Feb 2022
- State of Utah 3rd District CourtJun 2021 to Sep 2021
- Heritage CommunitiesJul 2020 to Jan 2021
- Brigham Young UniversityJan 2020 to May 2021
- Private FamilyJan 2020 to Mar 2020
- Especially for YouthMay 2019 to Aug 2019
- Pizza HutMay 2018 to Sep 2018
- Byu Travel ServicesJan 2018 to Sep 2018
- Williamsburg AdventuresAug 2017 to Aug 2017
- Church of Jesus Christ of Latter-day SaintsDec 2015 to Jul 2017
- Brigham Young University-hawaiiAug 2015 to Dec 2019
- Synergy Spine and Nerve CenterFeb 2009 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 7513856
- Firm CRD
- 104555