Sheng-Ting Lo

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 → Present
  Fidelity Investments
  Walnut Creek, CA
• 02/2022 → 05/2022
  Bank Of America
  Concord, CA
• 10/2020 → 02/2022
  Bank Of America
  Danville, CA
• 08/2020 → 10/2020
  Onsite Ergonomics, Inc.
  Walnut Creek, CA
• 04/2017 → 10/2020
  Self-Employed
  Pacheco, CA
• 05/2016 → 04/2017
  Pacific Sales & Management
  Oakland, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-04-06 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Walnut Creek, CA

Exams

• S66 Uniform Combined State Law Examination
  2022-11-26

Other Names

• Sarah Lo