Alex Miao Wang

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

• 10/2024 → 05/2025
  Julie Tsai Law Realty Group
  Palo Alto, CA
• 08/2024 → 10/2024
  National Academy Of Athletics
  Mountain View, CA
• 07/2024 → 09/2024
  Unemployed
  Palo Alto, CA
• 07/2025 → 09/2025
  Olo Home Furnishing
  Nanjing
• 05/2023 → 06/2023
  University Of Oregon
  Eugene, OR
• 04/2021 → 07/2021
  Next Level Sports
  Palo Alto, CA
• 09/2022 → 05/2023
  University Of Oregon
  Eugene, CA
• 09/2025 → 10/2025
  Unemployed
  Los Altos Hills, CA
• 04/2021 → 07/2022
  University Of Oregon
  Eugene, OR
• 08/2023 → 11/2023
  University Of Oregon
  Eugene, OR
• 03/2024 → 05/2024
  University Of Oregon
  Eugene, OR
• 07/2023 → 08/2023
  National Academy Of Athletics
  Palo Alto, CA
• 03/2020 → 04/2021
  University Of Oregon
  Eugene, OR
• 08/2016 → 01/2020
  Palo Alto High School
  Palo Alto, CA
• 05/2024 → 06/2024
  University Of Oregon
  Eugene, OR
• 06/2025 → 06/2025
  National Academy Of Athletics
  Sunnyvale, CA
• 11/2023 → 12/2023
  University Of Oregon
  Eugene, OR
• 10/2025 → Present
  Fidelity Investments
  Mountain View, CA
• 07/2022 → 09/2022
  Kidztopros
  Sunnyvale, CA
• 01/2020 → 03/2020
  Next Level Sports
  Palo Alto, CA
• 02/2024 → 03/2024
  University Of Oregon
  Eugene, OR
• 12/2023 → 02/2024
  University Of Oregon
  Eugene, OR

Exams

• S66 Uniform Combined State Law Examination
  2025-08-25

Other Names

• Alex Wang