Minh Vinh Au

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

• 07/2019 → 11/2021
  Wells Fargo Clearing Services, Llc
  Lancaster, PA
• 11/2021 → Present
  Fidelity Investments
  Merrimack, NH
• 12/2015 → 09/2016
  Wells Fargo Bank, Na
  Columbia, PA
• 09/2016 → 09/2018
  Wells Fargo Bank, Na
  Columbia, PA
• 09/2018 → 11/2021
  Wells Fargo Bank, Na
  Lancaster, PA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-12-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH
• 2021-05-10 → 2021-11-19
  Wells Fargo Clearing Services, Llc
  Wyomissing, PA
  Lancaster, PA

Exams

• S66 Uniform Combined State Law Examination
  2021-05-07
• S63 Uniform Securities Agent State Law Examination
  2019-11-12