Joye Hsiang
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
3 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
- Cincinnati Public Schools (gamble Montessori High School)Aug 2023 to May 2024
- UnemployedMay 2023 to Aug 2023
- Solace Home Renovations, LLCApr 2023 to Apr 2023
- Piqua High SchoolMar 2023 to May 2023
- UnemployedJul 2022 to Mar 2023
- J's CuisineMay 2020 to Jul 2022
- Harvard Graduate School of EducationMay 2019 to May 2020
- City Year BostonJul 2018 to May 2019
- Johns Hopkins Center for Talented YouthJul 2018 to Jul 2018
- Kumon Math and Reading CenterMay 2018 to Jul 2018
- Ohio State UniversityAug 2015 to May 2018
- Ohio State UniverisityAug 2013 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (KY, OH, 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
- 7949114
- Firm CRD
- 104555