Chun yeung Tsang
Investment adviser representative at Strategic Advisers LLC
9 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
9 years in the industry.
- Strategic Advisers LLCMay 2026 to now
- Fidelity InvestmentsAug 2025 to now
- Nylife Securities LLCJan 2025 to Jul 2025
- New York Life Insurance CompanySep 2024 to Jul 2025
- HomemakerFeb 2023 to Aug 2024
- Automata ArtsJul 2020 to Mar 2023
- Angeles Academy of MusicJan 2020 to Aug 2020
- HomemakerJun 2016 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7973875
- Firm CRD
- 104555