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Brandon Fong Cheng

Strategic Advisers LLC

Berkeley, CA

Berkeley, CA

San Ramon, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

2120 University Ave, Berkeley, CA 94704-1026 • United States

1995 University Ave Ste 120, Berkeley, CA 94704-1049 • United States

San Ramon, CA • 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
Cuso Financial Services, Lp San Diego CA 01/2017 03/2019
Patelco Credit Union Pleasanton CA 01/2017 03/2019
Gray Matter Elite Sandy UT 08/2016 01/2017
Fidelity Brokerage Services Berkeley CA 04/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2017 → 03/2019
    Cuso Financial Services, Lp
    San Diego, CA
  • 01/2017 → 03/2019
    Patelco Credit Union
    Pleasanton, CA
  • 08/2016 → 01/2017
    Gray Matter Elite
    Sandy, UT
  • 04/2019 → Present
    Fidelity Brokerage Services
    Berkeley, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-08-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Berkeley, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-01
  • S66 Uniform Combined State Law Examination
    2019-08-01
Other Names
  • Brandon Fong Cheng
  • Brandon Cheng

View on SEC IAPD

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Other Investors

JEFFREY VALENTINE ST. CLAIRE
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Samaya Patel
AMY STOEPLER THACHER
DARREN SCOTT TAGGART
Mark Lawrence Hortizuela Cortez
ASHLEY COONS
HAMED RASHIDPOUR

Other Offices

BLUME CAPITAL MANAGEMENT, INC. · BERKELEY, CA
FUTURE FRONTIER CAPITAL, LLC · BERKELEY, CA
VOLEON CAPITAL MANAGEMENT LP · BERKELEY, CA
CITIGROUP GLOBAL MARKETS INC. · Berkeley, CA
Z21 VENTURES MANAGEMENT COMPANY, LLC · BERKELEY, CA
LPL FINANCIAL LLC · BERKELEY, CA
CHARLES SCHWAB & CO., INC. · Berkeley, CA
STRATEGIC ADVISERS LLC · BERKELEY, CA

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