Vi Phung

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-03-31

Branch Locations

Austin, TX • 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

Organization	City	State	From	To
Fidelity Investments	Austin	TX	08/2021	Present
The Realreal	Austin	TX	02/2021	08/2021
Css Company	Austin	TX	08/2020	12/2020
Unemployed	Los Angeles	CA	04/2020	07/2020
Yelp, Inc.	Chicago	IL	07/2016	04/2020
Fidelity Investments	Boston	MA	03/2025	Present

08/2021 → Present

Fidelity Investments

Austin, TX
02/2021 → 08/2021

The Realreal

Austin, TX
08/2020 → 12/2020

Css Company

Austin, TX
04/2020 → 07/2020

Unemployed

Los Angeles, CA
07/2016 → 04/2020

Yelp, Inc.

Chicago, IL
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-11-23 → 2025-03-31

Fidelity Personal And Workplace Advisors

Austin, TX

Other Businesses

OBA-107855|OrgNmn:Rover|Org Addr:Austin, TX,Texas,US|OBA Nature:Rover is an app consumers use |Invst Rel:N|Title:Dog walker|Duties:Walking, feeding, playing with dogs on weekends when their owners need my services|StrtDt:03-23-24|TotHrs/mon:15|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-09-12
S63	Uniform Securities Agent State Law Examination	2022-05-16

S66 Uniform Combined State Law Examination

2022-09-12
S63 Uniform Securities Agent State Law Examination

2022-05-16

Other Names

Vi Phung
Vi Thuy Phung

View on SEC IAPD

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