Albert Kwon
Investment adviser representative at Strategic Advisers LLC
19 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
19 years in the industry.
- Strategic Advisers LLCAug 2025 to now
- Fidelity InvestmentsSep 2024 to now
- UnemployedMay 2024 to Sep 2024
- Boys and Girls Clubs of Central VirginiaOct 2023 to Apr 2024
- Community Health AllianceJul 2023 to Aug 2023
- Unemployed/leave of AbsenceAug 2021 to Aug 2022
- Swimsafe Pool ManagementJun 2021 to Aug 2021
- University of Virginia Judgments and Decisions Behavioral LabJul 2020 to May 2021
- Law Office of Lewis J. SaretJun 2020 to Aug 2020
- University of VirginiaAug 2019 to May 2024
- UnemployedMay 2019 to Jun 2020
- Kumon Math and Reading Center of Blue AshOct 2018 to May 2019
- UnemployedAug 2007 to Oct 2018
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, VA).
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
- 7987905
- Firm CRD
- 104555