Michelle Tang
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 InvestmentsMar 2023 to now
- The Lapham CompanyApr 2022 to Mar 2023
- Berkeley Unified School DistrictOct 2021 to Mar 2023
- Tpr Education (the Princeton Review)Sep 2021 to Mar 2023
- Ikea US RetailNov 2020 to Nov 2021
- UnemployedMay 2020 to Nov 2020
- University of California, BerkeleyMay 2019 to May 2020
- Self-employedSep 2017 to Sep 2017
- Full-time EducationAug 2017 to May 2021
- UnemployedMay 2017 to Aug 2017
- Full-time EducationMar 2013 to May 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
- 7719792
- Firm CRD
- 104555