Derek Chow

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

• 10/2014 → 02/2017
  Foreside Fund Services, Llc
  San Francisco, CA
• 09/2014 → 02/2017
  Matthews International Capital Management, Llc
  San Francisco, CA
• 09/2018 → 07/2019
  Xms Capital Partners
  Chicago, IL
• 03/2017 → 08/2018
  Independent Consultant
  Bolder, CO
• 08/2019 → 12/2019
  Foreside Fund Services, Llc
  Denver, CO
• 08/2019 → 12/2019
  International Value Advisers, Llc
  Denver, CO
• 12/2019 → 01/2020
  Foreside Fund Services, Llc
  Boulder, CO
• 12/2019 → 01/2020
  International Value Advisers, Llc
  Boulder, CO
• 01/2020 → 09/2020
  Unemployed
  Boulder, CO
• 09/2020 → Present
  Fidelity Investments
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-11-24 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Boulder, CO
  Tucson, AZ
• 2012-10-15 → 2014-06-17
  Voya Investment Management Co. Llc
  New York, NY
• 2003-04-23 → 2005-06-13
  Lincoln Financial Distributors, Inc.
  Boulder, CO
• 2001-05-07 → 2003-04-04
  Strong Capital Management Inc
  Menomonee Falls, WI

Exams

• S66 Uniform Combined State Law Examination
  2020-11-17
• S63 Uniform Securities Agent State Law Examination
  2019-09-20
• S65 Uniform Investment Adviser Law Examination
  1996-02-29

Other Names

• Derek Andrew Chow
• Derek Chow