Dae Young Chung

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → Present
  Fidelity Brokerage Services Llc
  San Jose, CA
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  San Jose, CA
  Santa Clara, CA
• 2016-07-28 → 2018-07-13
  Strategic Advisers Llc
  San Jose, CA
• 2015-02-02 → 2016-07-15
  Bancwest Investment Services, Inc.
  Los Altos, CA
  Sunnyvale, CA
  Sunnyvale, CA
  Santa Clara, CA
• 2012-05-30 → 2015-01-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Altos, CA
  Sunnyvale, CA
  Mountain View, CA
  San Jose, CA
  Sunnyvale, CA
  Sunnyvale, CA
  Mountain View, CA
  Cupertino, CA
  Mountain View, CA
• 2010-01-07 → 2012-05-23
  Morgan Stanley
  San Mateo, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-12-30
• S63 Uniform Securities Agent State Law Examination
  2003-04-18

Other Names

• Danny Daeyoung Chung
• Daeyoung Chung
• Danny Dae Young Chung
• Dae Young Daeyoung Chung