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Edward Cho

Strategic Advisers LLC

Brea, CA

Yorba Linda, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

815 E Birch St, Brea, CA 92821-5765 • United States

Yorba Linda, CA • 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
Morgan Stanley Smith Barney Llc Irvine CA 11/2015 10/2016
Morgan Stanley Private Bank, National Association New York NY 02/2016 10/2016
Fidelity Brokerage Services Llc Brea CA 07/2017 Present
Unemployed Yorba Linda CA 12/2016 07/2017
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2015 → 10/2016
    Morgan Stanley Smith Barney Llc
    Irvine, CA
  • 02/2016 → 10/2016
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 07/2017 → Present
    Fidelity Brokerage Services Llc
    Brea, CA
  • 12/2016 → 07/2017
    Unemployed
    Yorba Linda, CA
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-01-21
  • S66 Uniform Combined State Law Examination
    2016-01-21
Other Names
  • Edward Joongwon Cho
  • Edward J Cho

View on SEC IAPD

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