Chen Zhao

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

• 07/2013 → 03/2018
  Scottrade Inc
  Kingwood, TX
• 05/2019 → 10/2022
  Ameriprise Financial Services, Inc
  Kingwood, TX
• 04/2018 → 04/2019
  Unemployed
  Kingwood, TX
• 11/2022 → Present
  Fidelity Investments
  Kingwood, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-12-14 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Kingwood, TX
• 2019-06-03 → 2022-10-27
  Ameriprise Financial Services, Llc
  Kingwood, TX
• 2017-01-25 → 2018-03-09
  Scottrade Investment Management
  Saint Louis, MO
• 2013-03-11 → 2013-07-02
  J.P. Morgan Securities Llc
  Kingwood, TX
• 2008-02-14 → 2013-02-12
  Edward Jones
  Kingwood, TX
  Kingwood, TX
  Kingwood, TX
  Kingwood, TX
  St Louis, MO
• 2007-09-20 → 2007-12-31
  Principal Securities, Inc.
  Houston, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-09-19
• S63 Uniform Securities Agent State Law Examination
  2006-10-06

Other Names

• Joanna Zhao