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John Choi

Strategic Advisers LLC

Carlsbad, CA

CRD 5160603

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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:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-12-16
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-12-16
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Carlsbad, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
East West Bank Pasadena CA 07/2014 04/2017
Lpl Financial Llc San Diego CA 01/2018 02/2022
Not Employed Torrance CA 05/2017 12/2017
Not Employed Carlsbad CA 02/2022 05/2022
Fidelity Investments Carlsbad CA 05/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2014 → 04/2017
    East West Bank
    Pasadena, CA
  • 01/2018 → 02/2022
    Lpl Financial Llc
    San Diego, CA
  • 05/2017 → 12/2017
    Not Employed
    Torrance, CA
  • 02/2022 → 05/2022
    Not Employed
    Carlsbad, CA
  • 05/2022 → Present
    Fidelity Investments
    Carlsbad, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-06-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Carlsbad, CA
  • 2018-01-10 → 2022-02-28
    Lpl Financial Llc
    San Diego, CA
  • 2014-07-17 → 2017-05-02
    Cetera Investment Advisers Llc
    Pasadena, CA
  • 2012-05-21 → 2014-07-17
    National Planning Corporation
    El Segundo, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-12-10
S63 Uniform Securities Agent State Law Examination 2008-05-16
  • S66 Uniform Combined State Law Examination
    2011-12-10
  • S63 Uniform Securities Agent State Law Examination
    2008-05-16
Other Names
  • John H Choi
  • John Choi

View on SEC IAPD

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