Best Investors Account Sign in

Eunbee Suida

Strategic Advisers LLC

Clarkston, MI

CRD 4248239

Claim This Profile
Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-04-07
TX RA APPROVED 2025-04-07
  • MI RA
    APPROVED
    Since 2025-04-07
  • TX RA
    APPROVED
    Since 2025-04-07

Branch Locations

Clarkston, MI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Scottrade Grand Blanc MI 07/2000 03/2018
Unemployment Clarkston MI 04/2018 01/2020
Robert W Baird & Co. Incorporated Birmingham MI 02/2020 09/2021
Fidelity Investments Clarkston MI 09/2021 Present
  • 07/2000 → 03/2018
    Scottrade
    Grand Blanc, MI
  • 04/2018 → 01/2020
    Unemployment
    Clarkston, MI
  • 02/2020 → 09/2021
    Robert W Baird & Co. Incorporated
    Birmingham, MI
  • 09/2021 → Present
    Fidelity Investments
    Clarkston, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-17
S63 Uniform Securities Agent State Law Examination 2002-12-18
  • S66 Uniform Combined State Law Examination
    2025-03-17
  • S63 Uniform Securities Agent State Law Examination
    2002-12-18
Other Names
  • Eun-Bee Kim Chung
  • Eun-Bee Kim Chung
  • Eun-Bee Kim Suida
  • Kim Suida
  • Eunbee Kim Suida

View on SEC IAPD

More in Clarkston, MI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor