Frederick Chang

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
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

Irvine, 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

Organization	City	State	From	To
Pacific Life Insurance Company	Aliso Viejo	CA	02/2007	03/2017
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Unemployment	Aliso Viejo	CA	03/2017	07/2018
Fidelity Investments	Boston	MA	03/2025	Present

02/2007 → 03/2017

Pacific Life Insurance Company

Aliso Viejo, CA
07/2018 → Present

Fidelity Personal And Workplace Advisors

Boston, MA
03/2017 → 07/2018

Unemployment

Aliso Viejo, CA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2018-07-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Boston, MA

Irvine, CA
2018-02-01 → 2018-07-13

Strategic Advisers Llc

Newport Beach, CA

Other Businesses

OBA-10487|OrgNmn:N/A|Org Addr:Irvine,California,US|OBA Nature:Rental Properties|Invst Rel:Y|Title:N/A|Duties:Listing property for rent; showing property to prospective tenants; deciding to whom to rent to|StrtDt:05-01-04|TotHrs/mon:1|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-06-09

S66 Uniform Combined State Law Examination

2017-06-09

Other Names

Frederick Lianghui Chang
Frederick L Chang

View on SEC IAPD

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