Amanda Luong
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMay 2025 to now
- Fidelity InvestmentsMar 2023 to now
- Afx DanceJan 2022 to Mar 2023
- GarbJan 2022 to May 2022
- Urban OutfittersAug 2021 to Oct 2021
- Claremont Club and SpaJun 2021 to Jul 2021
- EquinoxJun 2021 to Jul 2021
- Center for Long-term CybersecurityJan 2021 to Jul 2021
- Chi Omega FraternityDec 2020 to Dec 2021
- Self-employedJul 2020 to Jan 2022
- University of CaliforniaApr 2020 to Dec 2020
- Christ Church East BayNov 2019 to Mar 2020
- University of CaliforniaSep 2019 to Oct 2019
- University of California, BerkeleyAug 2019 to Dec 2022
- Chicago FireJan 2019 to Jun 2019
- Gregg's Pool Works, Inc.Jan 2019 to Feb 2019
- El Dorado County District Attorney's OfficeJun 2018 to Aug 2018
- Massage EnvyJan 2018 to Sep 2018
- Togo's and Basking RobbinsJul 2016 to Jul 2017
- Oak Ridge High SchoolAug 2015 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- 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
- 7715918
- Firm CRD
- 104555