Thuy dung Thi Nguyen
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 InvestmentsJun 2024 to now
- UnemployedAug 2023 to Jun 2024
- BrexMay 2023 to Aug 2023
- UnemployedNov 2022 to May 2023
- CurologySep 2022 to Nov 2022
- UnemployedAug 2022 to Sep 2022
- The Washington CenterJun 2022 to Aug 2022
- UnemployedMar 2022 to Jun 2022
- Course HeroFeb 2022 to Mar 2022
- UnemployedJul 2021 to Feb 2022
- Greek HouseMay 2021 to Jul 2021
- University of North Carolina At Chapel HillAug 2020 to May 2024
- UnemployedJan 2020 to May 2021
- Delil NailsJan 2018 to Jan 2020
- Middle School, HighschoolJan 2013 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7948952
- Firm CRD
- 104555