Anh H 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

• 08/2018 → 01/2020
  Unemployed
  Milpitas, CA
• 03/2024 → 10/2024
  J.P. Morgan Securities Llc
  San Jose, CA
• 02/2020 → 02/2020
  Sunshine Usa Group Inc.
  Milpitas, CA
• 03/2022 → 03/2022
  Unemployed
  San Jose, CA
• 11/2024 → Present
  Fidelity Investments
  San Jose, CA
• 10/2020 → 02/2021
  Plenus Inc
  Palo Alto, CA
• 03/2020 → 09/2020
  Unemployed
  San Jose, CA
• 11/2020 → 01/2021
  Michael Kors Stores California Inc.
  Milpitas, CA
• 11/2023 → 02/2024
  Jp Morgan Chase Bank, N.A.
  San Jose, CA
• 01/2021 → 02/2022
  Bank Of America
  San Jose, CA
• 11/2013 → 11/2017
  Open University
  Ho Chi Minh City
• 12/2017 → 07/2018
  Hsbc Viet Nam
  Ho Chi Minh City
• 04/2022 → 10/2023
  Wells Fargo
  San Jose, CA

Other Businesses

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Exams

• S66 Uniform Combined State Law Examination
  2025-03-21
• S63 Uniform Securities Agent State Law Examination
  2024-01-23

Other Names

• Anh Hoang Nguyen