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Jie Huang

Strategic Advisers LLC

Chadds Ford, PA

Greenville, DE

CRD 6722996

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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:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2025-03-31
PA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • DE RA
    APPROVED
    Since 2025-03-31
  • PA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Chadds Ford, PA • United States

4001 Kennett Pike Ste 120, Greenville, DE 19807-2000 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed Wilmington DE 08/2016 12/2016
Lpl Financial, Llc Greenville DE 01/2017 05/2020
Investment Management & Planning, Llc Greenville DE 12/2016 05/2020
Fidelity Investments King Of Prussia PA 06/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 12/2016
    Unemployed
    Wilmington, DE
  • 01/2017 → 05/2020
    Lpl Financial, Llc
    Greenville, DE
  • 12/2016 → 05/2020
    Investment Management & Planning, Llc
    Greenville, DE
  • 06/2020 → Present
    Fidelity Investments
    King Of Prussia, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-07-30
  • S66 Uniform Combined State Law Examination
    2016-07-30
Designations
  • Certified Financial Planner

View on SEC IAPD

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