Truong Dang
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
- UnemploymentMay 2023 to Aug 2023
- Einstein BagelsJan 2021 to May 2022
- University of UtahAug 2020 to May 2023
- UnemploymentOct 2019 to Dec 2020
- Panda ExpressJun 2019 to Sep 2019
- Jamba JuiceMay 2019 to Jun 2019
- Itineris Early College High SchoolAug 2017 to May 2020
- American Preparatory AcademyAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 7799900
- Firm CRD
- 104555