Khoi Nguyen

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

• 06/2012 → 05/2018
  Macy's Dba Bloomingdales
  Costa Mesa, CA
• 07/2017 → 11/2017
  Northwestern Mutual Investmetn Services, Llc
  Irvine, CA
• 12/2017 → 03/2018
  Morgan Stanley
  Irvine, CA
• 06/2018 → 02/2020
  Jpmorgan Chase Bank, N.A.
  Irvine, CA
• 06/2018 → 02/2020
  J.P. Morgan Securities Llc
  Irvine, CA
• 05/2018 → 05/2018
  Unemployed
  Irvine, CA
• 02/2020 → 12/2021
  Cbre
  Irvine, CA
• 01/2021 → 05/2023
  Nbre Group Llc
  Anaheim, CA
• 08/2016 → 05/2024
  Uber Technologies Inc
  Anaheim, CA
• 08/2023 → 05/2024
  Edward Jones
  St. Louis, MO
• 10/2020 → 12/2020
  Louis Vitton
  New Port Beach, CA
• 06/2024 → Present
  Fidelity Investments
  Brea, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-07-25 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Brea, CA
• 2023-11-21 → 2024-05-21
  Edward Jones
  Laguna Hills, CA
  Anaheim, CA
  St. Louis, MO
  Anaheim, CA

Other Businesses

OBA-123760|OrgNmn:Sports Cards|Org Addr:Brea, CA 9,California,US|OBA Nature:Buying And Selling Sports Card|Invst Rel:N|Title:Independent Contractor|Duties:Occasionally Selling My Sports Card Collection - Leisure/Hobby/Recreation|StrtDt:10-15-25|TotHrs/mon:20|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2023-11-15
• S63 Uniform Securities Agent State Law Examination
  2018-07-18

Other Names

• Khoi Q Nguyen
• Khoi Quoc Nguyen