Alex Miao Wang
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 LLCNov 2025 to now
- Fidelity InvestmentsOct 2025 to now
- UnemployedSep 2025 to Oct 2025
- Olo Home FurnishingJul 2025 to Sep 2025
- National Academy of AthleticsJun 2025 to Jun 2025
- Julie Tsai Law Realty GroupOct 2024 to May 2025
- National Academy of AthleticsAug 2024 to Oct 2024
- UnemployedJul 2024 to Sep 2024
- University of OregonAug 2023 to Jun 2024
- National Academy of AthleticsJul 2023 to Aug 2023
- University of OregonSep 2022 to Jun 2023
- KidztoprosJul 2022 to Sep 2022
- Next Level SportsApr 2021 to Jul 2021
- University of OregonMar 2020 to Jul 2022
- Next Level SportsJan 2020 to Mar 2020
- Palo Alto High SchoolAug 2016 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8176023
- Firm CRD
- 104555