Dennis Oh

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

• 09/2023 → 02/2024
  Morgan Stanley
  Alpharetta, GA
• 02/2024 → 03/2025
  Unemployed
  Atlanta, GA
• 03/2017 → 02/2018
  E*Trade Securities Llc
  Alpharetta, GA
• 03/2023 → 02/2024
  Morgan Stanley
  Alpharetta, GA
• 10/2010 → 03/2017
  E*Trade Capital Management Llc
  Jersey City, NJ
• 02/2018 → 02/2024
  E*Trade Securities Llc
  Alpharetta, GA
• 08/2008 → 03/2017
  E*Trade Securities Llc
  Jersey City, NJ
• 03/2025 → Present
  Fidelity Investments
  Atlanta, GA
• 02/2018 → 02/2024
  E*Trade Capital Management Llc
  Alpharetta, GA

Previous Registrations

• 2023-09-05 → 2024-04-09
  Morgan Stanley
  Alpharetta, GA
• 2010-10-08 → 2023-09-05
  Harrisdirect Llc
  Arlington, VA
  Alpharetta, GA
  Alpharetta, GA

Exams

• S66 Uniform Combined State Law Examination
  2010-10-07
• S63 Uniform Securities Agent State Law Examination
  2008-09-29

Other Names

• Dennis William Oh
• Dennis Oh