Bridgette Chang
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 InvestmentsMay 2025 to now
- JPMorgan Chase BankJul 2024 to Apr 2025
- UnemployedFeb 2024 to Jun 2024
- Fidelity InvestmentsApr 2023 to Feb 2024
- SephoraJul 2022 to Mar 2023
- Nottingham Trent UniversityJan 2022 to Jun 2022
- JPMorgan ChaseDec 2020 to Jan 2022
- San Jose State UniversityAug 2019 to Dec 2022
- Poke HouseJul 2019 to Dec 2020
- Mt Learning CenterJan 2019 to Jun 2019
- Irvington High SchoolAug 2015 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
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
- 7726299
- Firm CRD
- 104555