Mark Benjamin Wong
Investment adviser representative at Strategic Advisers LLC
21 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
21 years in the industry.
- Strategic Advisers LLCMar 2026 to now
- Fidelity InvestmentsMar 2025 to now
- UnemployedJan 2025 to Mar 2025
- Wells Fargo Advisors (via US Tech Solutions)Oct 2024 to Jan 2025
- UnemployedMar 2024 to Oct 2024
- Federal Bureau of InvestigationApr 2022 to Mar 2024
- UnemployedDec 2021 to Apr 2022
- KumonSep 2021 to Dec 2021
- Huntington EducationAug 2021 to Dec 2021
- UnemployedJan 2005 to Aug 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser 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
- 7999983
- Firm CRD
- 104555