Linda Lan Nguyen
Investment adviser representative at Strategic Advisers LLC
14 yearsExperience
1 stateRegistered 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 InvestmentsMay 2023 to now
- Rainbow Pharmacists ServicesMay 2022 to May 2023
- Ballpark Pharma IncDec 2020 to May 2022
- Green Oaks Pharma IncDec 2018 to Dec 2020
- Rainbow Pharmacists ServicesDec 2017 to Dec 2018
- Ballpark Pharma IncAug 2017 to Dec 2017
- Green Oaks Pharma IncJan 2016 to Aug 2017
- Care Services LLCNov 2015 to Aug 2017
- Walmart Associates IncFeb 2012 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 7751386
- Firm CRD
- 104555