Polus Ming Shyh Ting

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

• 02/2013 → 11/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Arcadia, CA
• 03/2013 → 11/2019
  Bank Of America, N.A.
  Arcadia, CA
• 11/2019 → Present
  Fidelity Brokerage Services Llc
  Brea, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2019-12-10 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Brea, CA
• 2013-03-12 → 2019-11-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Arcadia, CA
  Los Angeles, CA
  Arcadia, CA
  Sierra Madre, CA
  Arcadia, CA
  San Marino, CA
  San Marino, CA
  Arcadia, CA
  Arcadia, CA
  Pasadena, CA
  Arcadia, CA
  Arcadia, CA
  Arcadia, CA
  La Palma, CA
  Los Angeles, CA
  Arcadia, CA
• 2012-10-01 → 2013-02-13
  J.P. Morgan Securities Llc
  Pasadena, CA
  Pasadena, CA
  Pasadena, CA
  Pasadena, CA
• 2011-01-03 → 2012-10-01
  Chase Investment Services Corp.
  Pasadena, CA
  Arcadia, CA
  Pasadena, CA
  Pasadena, CA
  Pasadena, CA
  Los Angeles, CA
  Pasadena, CA
  Pasadena, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-12-23
• S63 Uniform Securities Agent State Law Examination
  2008-11-03

Other Names

• Polus Ting
• Polus Ming Shyh Ting