Chen Anna Grundland

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

• 09/2021 → Present
  Fidelity Investments
  Durham, NC
• 08/2018 → 09/2021
  Bank Of America
  Chapel Hill, NC
• 08/2018 → 12/2019
  Amzn Wvcs Llc
  Durham, NC
• 06/2018 → 09/2018
  The Cheesecake Factory Restaurants
  Durham, NC
• 07/2018 → 08/2018
  People 2.0 Global Lp
  Durham, NC
• 05/2015 → 09/2017
  Unemployed
  Givatyim
• 09/2017 → 06/2018
  Unemployed
  Durham, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-02-01 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC

Other Businesses

OBA-63142|OrgNmn:Greenway Condominium Association, Inc|Org Addr:Chapel Hil,North Caro,US|OBA Nature:I'm a board member of my home |Invst Rel:N|Title:Secretary|Duties:mainly responsible for Anual meeting minutes intake & participating in approval of special projects/improvments and requests.|StrtDt:02-06-21|TotHrs/mon:1|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2022-01-28

Other Names

• Chen Anna Kogan