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Byong Woo Chung

Strategic Advisers LLC

Walnut Creek, CA

Martinez, 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

2001 North Main Street Three Ygnacio Center, Ste 100, Walnut Creek, CA 94596-7235 • United States

Martinez, 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
Tdameritrade San Mateo CA 05/2015 01/2018
Fidelity Brokerage Services Llc Walnut Creek CA 01/2018 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2015 → 01/2018
    Tdameritrade
    San Mateo, CA
  • 01/2018 → Present
    Fidelity Brokerage Services Llc
    Walnut Creek, 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
    Martinez, CA
    Walnut Creek, CA
  • 2018-02-01 → 2018-07-13
    Strategic Advisers Llc
    Walnut Creek, CA
  • 2015-05-06 → 2018-01-31
    Td Ameritrade, Inc.
    San Mateo, CA
    Walnut Creek, CA
  • 2015-05-06 → 2018-01-31
    Td Ameritrade Investment Management, Llc
    San Mateo, CA
  • 2013-09-06 → 2015-04-17
    Pnc Wealth Management Llc
    West Windsor, NJ
    Hamilton, NJ
  • 2011-03-17 → 2013-08-06
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Pennington, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-03-16
  • S66 Uniform Combined State Law Examination
    2011-03-16
Other Names
  • Bobby Chung
  • Bobby Chung

View on SEC IAPD

Other Firms

USCF ADVISERS
BURTON ENRIGHT WELCH
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SAVANT WEALTH MANAGEMENT
ONE CAPITAL MANAGEMENT, LLC
ROCKEFELLER FINANCIAL LLC
OSAIC WEALTH, INC.

Other Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL
Sydney Irene Kovacs
DAVID ANTHONY ESPINEIRA
BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

More in Walnut Creek, CA

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