Tran Truong
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
1 stateRegistered 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 LLCJul 2026 to now
- Fidelity InvestmentsApr 2026 to now
- Costco WholesaleOct 2023 to Mar 2026
- UnemployedJun 2023 to Oct 2023
- First Citizens BankOct 2022 to Jun 2023
- UnemployedSep 2022 to Oct 2022
- Umpqua BankJul 2022 to Sep 2022
- UnemployedJun 2022 to Jul 2022
- Umpqua BankMar 2021 to Jun 2022
- UnemployedJan 2021 to Mar 2021
- Umpqua BankMar 2020 to Jan 2021
- Katsu BurgerFeb 2020 to Aug 2020
- UnemployedJan 2016 to Feb 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 1 state (WA).
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
- 8260025
- Firm CRD
- 104555