Chris Yong Chen

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

• 10/2022 → 02/2025
  Nuburu, Inc.
  Centennial, CO
• 01/2006 → 04/2022
  United Parcel Service
  Commerce City, CO
• 04/2022 → 10/2022
  Unemployed
  Centennial, CO
• 02/2025 → Present
  Fidelity Investments
  Greenwood Village, CO

Previous Registrations

• 2005-06-15 → 2006-02-07
  Morgan Stanley Dw Inc.
  Los Angeles, CA
• 2004-05-05 → 2005-03-03
  Td Ameritrade, Inc.
  Monterey Park, CA

Exams

• S66 Uniform Combined State Law Examination
  2025-02-06
• S63 Uniform Securities Agent State Law Examination
  1994-05-24

Other Names

• Chris Chen
• Yong Chen
• Chris Yong Chen