Tan Tang

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

• 10/2021 → Present
  Fidelity Investment
  Durham, NC
• 04/2019 → 10/2021
  First Citizens Bank
  Cary, NC
• 02/2019 → 04/2019
  Self Employed
  Morrisville, NC
• 01/2018 → 02/2019
  Costco
  Apex, NC
• 01/2017 → 12/2017
  Citibank
  Garden Grove, CA
• 02/2017 → 03/2017
  Bank Of America
  Mission Viejo, CA
• 04/2014 → 12/2016
  Toyota Place
  Garden Grove, CA
• 05/2011 → 12/2017
  Golden West College
  Huntington Beach, CA
• 01/2018 → 10/2021
  Tan Tang. Sole Proprietor.
  Morrisville, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-03-25 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC

Other Businesses

OBA-130496|OrgNmn:2T Holding LLC|Org Addr:Raleigh,North Caro,US|OBA Nature:Single member LLC for Real est|Invst Rel:Y|Title:Single member LLC|Duties:Single member LLC for Real Esate agen/broker related business|StrtDt:06-21-22|TotHrs/mon:20|TrdHrs/mon:0|OBA-111163|OrgNmn:Nail Atelier LLC|Org Addr:Morrisvill,North Caro,US|OBA Nature:Nail Salon|Invst Rel:N|Title:Member of an LLC.|Duties:This is a my spouse's business venture and I may help out occasionally with welcoming propects and customers when they arrive at the salon. I |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-63562|OrgNmn:Tan Tang|Org Addr:Morrisvill,North Caro,US|OBA Nature:Real estate business related. |Invst Rel:Y|Title:Sole Proprietor|Duties:Sole proprietor. Responsible for business day to day operation.|StrtDt:10-14-21|TotHrs/mon:30|TrdHrs/mon:0|OBA-67548|OrgNmn:EXP Realty LLC|Org Addr:Clayton,North Caro,US|OBA Nature:Real Estate Business. Affiliat|Invst Rel:Y|Title:Independent Contractor|Duties:Real Estate Business. Planning to affiliate with a Real Esate Brokerage firm to represent others. Possible for referral purpose.|StrtDt:|TotHrs/mon:25|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2022-03-18