Dung Quach

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

• 01/2000 → 06/2021
  Hao-Q Inc Dba Hao-Q Asian Kitchen
  Austin, TX
• 06/2021 → 12/2021
  Unemployment
  Austin, TX
• 12/2021 → Present
  Fidelity Investments
  American Fork, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-12-15 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Austin, TX

Exams

• S66 Uniform Combined State Law Examination
  2022-04-18
• S63 Uniform Securities Agent State Law Examination
  1999-04-03

Other Names

• Young Quach
• Dung T Quach
• Dung Trung Quach