Pheap Chev

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

• 10/2007 → 09/2016
  Scottrade, Inc.
  Valencia, CA
• 09/2016 → 01/2021
  Td Ameritrade
  Thousand Oaks, CA
• 11/2021 → Present
  Fidelity Brokerage Services, Llc
  Westlake, TX
• 02/2021 → 11/2021
  Unemployed
  Los Angeles, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-12-15 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX
• 2016-09-13 → 2021-01-11
  Td Ameritrade, Inc.
  Thousand Oaks, CA
• 2016-09-13 → 2020-12-31
  Td Ameritrade Investment Management, Llc
  Thousand Oaks, CA
• 2016-06-23 → 2016-09-09
  Scottrade Investment Management
  Saint Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2016-06-23
• S63 Uniform Securities Agent State Law Examination
  2009-04-11

Other Names

• Pip Chev
• Brian Chev