Lewis Fang

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

• 05/2022 → 01/2023
  T. Rowe Price
  Owings Mills, MD
• 01/2021 → 01/2023
  Amazon
  Nottingham, MD
• 03/2022 → 04/2022
  Teksystems
  Hanover, MD
• 08/2018 → 03/2022
  Mecu Credit Union
  Baltimore, MD
• 09/2021 → 09/2021
  Cvs Health
  Perry Hall, MD
• 06/2018 → 09/2018
  Dunkin Donuts
  Perry Hall, MD
• 06/2016 → 05/2018
  Chick-Fil-A
  Perry Hall, MD
• 08/2013 → 06/2017
  Perry Hall High School
  Perry Hall, MD
• 08/2017 → 12/2021
  University Of Maryland, Baltimore County
  Baltimore, MD
• 01/2023 → Present
  Fidelity Investments
  Baltimore, MD
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-02-02 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Perry Hall, MD
• 2022-08-04 → 2023-01-10
  T. Rowe Price Advisory Services, Inc.
  Owings Mills, MD

Exams

• S66 Uniform Combined State Law Examination
  2022-08-04