Zifeng Chen
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 LLCApr 2025 to now
- Fidelity InvestmentsJan 2025 to now
- UnemployedApr 2024 to Jan 2025
- East West BankSep 2023 to Apr 2024
- UnemployedAug 2022 to Sep 2023
- UBSJun 2022 to Aug 2022
- UnemployedAug 2018 to Jun 2022
- Panda ExpressJul 2018 to Aug 2018
- UnemployedAug 2013 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7577474
- Firm CRD
- 104555