Michael D. Nguyen

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 → 08/2022
  Unemployed
  Sugar Land, TX
• 12/2024 → 12/2024
  Unemployed
  Houston, TX
• 09/2022 → 04/2024
  Gwn Securities
  Palm Beach Gardens, FL
• 12/2017 → 08/2018
  Carrabbas
  Katy, TX
• 09/2018 → 07/2019
  Unemployed
  Sugar Land, TX
• 02/2022 → 04/2022
  Samurai Steak And Sushi
  Houston, TX
• 09/2022 → 11/2024
  Catalyst Wealth Management Llc
  Houston, TX
• 01/2025 → 01/2026
  J.P. Morgan Securities Llc
  Houston, TX
• 09/2019 → 07/2020
  Unemployed
  Sugar Land, TX
• 08/2020 → 05/2022
  Familyfirst
  Uncasville, CT
• 01/2015 → 05/2017
  Unemployed
  Sugar Land, TX
• 11/2017 → 11/2017
  Unemployed
  Sugar Land, TX
• 01/2026 → Present
  Fidelity Investments
  Sugar Land, TX
• 07/2019 → 08/2019
  Sushishima
  San Antonio, TX
• 04/2024 → 11/2024
  Innovation Partners Llc
  Charlotte, NC
• 01/2025 → 01/2026
  Jpmorgan Chase Bank, N.A.
  Houston, TX
• 06/2017 → 10/2017
  Benihana
  Sugar Land, TX

Previous Registrations

• 2025-02-04 → 2026-01-21
  J.P. Morgan Securities Llc
  Houston, TX
• 2024-04-19 → 2024-11-19
  Catalyst Wealth Management Llc
  Houston, TX
  Sugarland, TX
• 2022-11-28 → 2024-04-16
  Gwn Securities Inc.
  Palm Beach Gardens, FL
  Palm Beach Gardens, FL
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2022-10-18

Other Names

• Micheal Duc Nguyen
• Michael Duc Nguyen
• Michael D. Nguyen
• Michael Nguyen