Byeongkwon Choi
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 LLCMar 2025 to now
- Fidelity InvestmentsAug 2023 to now
- UnemployedApr 2023 to Jul 2023
- 2x Golf Academy & FitnessMar 2022 to Mar 2023
- Nonghyup Life InsuranceMar 2022 to Mar 2023
- UnemployedDec 2021 to Feb 2022
- Republic of Korean ArmyNov 2019 to Jun 2021
- Korean Professional Golf AssociationMay 2019 to Nov 2021
- Stephen O'connell CenterAug 2018 to Feb 2019
- University of FloridaAug 2017 to May 2019
- Florida State College At JacksonvilleMay 2015 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7801915
- Firm CRD
- 104555