Frank Chin
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 InvestmentsAug 2023 to now
- UnemployedFeb 2023 to Jul 2023
- PrimericaSep 2022 to Feb 2023
- Pine PointJun 2022 to Jul 2022
- The University of GeorgiaAug 2020 to Dec 2022
- UnemployedMar 2020 to Aug 2020
- StarbucksNov 2019 to Mar 2020
- UnemployedAug 2019 to Nov 2019
- Izumi Asian BistroMay 2019 to Aug 2019
- YmcaMay 2018 to Aug 2018
- The University of AlabamaAug 2017 to May 2019
- Cherokee High SchoolAug 2013 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 7794020
- Firm CRD
- 104555