Haein Choi
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCFeb 2026 to now
- Fidelity InvestmentsJan 2026 to now
- Gwn Securities, Inc.Jan 2025 to Jan 2026
- UnemployedMay 2024 to Jan 2025
- Beanvivo OrganicsMay 2023 to Aug 2023
- Beanvivo OrganicsMay 2022 to Sep 2022
- Metro By T-mobileOct 2020 to Feb 2021
- San Diego State UniversityAug 2020 to May 2024
- UnemployedJun 2020 to Oct 2020
- Eastlake High SchoolJan 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 8025875
- Firm CRD
- 104555