Lewis Fang
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 InvestmentsJan 2023 to now
- T. Rowe PriceMay 2022 to Jan 2023
- TeksystemsMar 2022 to Apr 2022
- Cvs HealthSep 2021 to Sep 2021
- AmazonJan 2021 to Jan 2023
- Mecu Credit UnionAug 2018 to Mar 2022
- Dunkin DonutsJun 2018 to Sep 2018
- University of Maryland, Baltimore CountyAug 2017 to Dec 2021
- Chick-fil-aJun 2016 to May 2018
- Perry Hall High SchoolAug 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (MD, 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
- 7560515
- Firm CRD
- 104555