Nicholas Chin
Investment adviser representative at Strategic Advisers LLC
14 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
14 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2022 to now
- Uncle Credit UnionJan 2022 to Jun 2022
- Bridge BankJun 2021 to Aug 2021
- San Jose State UniversityAug 2020 to May 2022
- UnemployedMar 2020 to Aug 2020
- Pho TaiAug 2019 to Feb 2020
- Vitality BowlsAug 2019 to Dec 2019
- 85 Degree BakeryMar 2019 to Jun 2019
- Amazon Fulfillment CenterNov 2018 to Jan 2019
- Las Positas Community CollegeAug 2017 to May 2019
- Hub925Jul 2017 to Jun 2018
- Vitality BowlsJan 2016 to Apr 2017
- Middle/high SchoolJan 2012 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
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
- 7579372
- Firm CRD
- 104555