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Dae Young Chung

Strategic Advisers LLC

San Jose, CA

Santa Clara, 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

4160 N First St, San Jose, CA 95134-1513 • United States

Santa Clara, 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
Fidelity Brokerage Services Llc San Jose CA 07/2016 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-12-30
S63 Uniform Securities Agent State Law Examination 2003-04-18
  • 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

View on SEC IAPD

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Other Offices

J.P. MORGAN SECURITIES LLC · SAN JOSE, CA
PFG ADVISORS · San Jose, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN JOSE, CA
WELLS FARGO CLEARING SERVICES, LLC · SAN JOSE, CA
J.P. MORGAN SECURITIES LLC · SAN JOSE, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN JOSE, CA
EQUITABLE ADVISORS, LLC · CAMPBELL, CA
ROLO VENTURES MANAGEMENT LLC · SAN JOSE, CA

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