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David Wei-Jeng Chen

Strategic Advisers LLC

Campbell, CA

San Jose, 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_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

851 East Hamilton Ave Ste 100, Campbell, CA 95008-0600 • United States

San Jose, 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
Fidelity Brokerage Services Llc Sunnyvale CA 04/2018 08/2020
Lpl Financial San Diego CA 08/2017 03/2018
Uc San Diego Transportation Services San Diego CA 01/2015 09/2017
E*Trade Securities Llc Cupertino CA 08/2020 10/2022
E*Trade Capital Management Llc Cupertino CA 08/2020 10/2022
Fidelity Investments Campbell CA 10/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2018 → 08/2020
    Fidelity Brokerage Services Llc
    Sunnyvale, CA
  • 08/2017 → 03/2018
    Lpl Financial
    San Diego, CA
  • 01/2015 → 09/2017
    Uc San Diego Transportation Services
    San Diego, CA
  • 08/2020 → 10/2022
    E*Trade Securities Llc
    Cupertino, CA
  • 08/2020 → 10/2022
    E*Trade Capital Management Llc
    Cupertino, CA
  • 10/2022 → Present
    Fidelity Investments
    Campbell, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-10-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Campbell, CA
  • 2020-08-27 → 2022-09-16
    Harrisdirect Llc
    Arlington, VA
    Cupertino, CA
    Cupertino, CA
  • 2019-08-01 → 2020-08-19
    Fidelity Personal And Workplace Advisors
    Sunnyvale, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-05
  • S66 Uniform Combined State Law Examination
    2018-09-05
Other Names
  • David Chen

View on SEC IAPD

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PRIVATE ADVISOR GROUP, LLC
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FELLOWS FUND MANAGEMENT LLC
MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC

Other Investors

CHIOU-PYING CHENG
ANTONIO JOSE DEL CASTILLO
TOMOKO KOYAMA
LAN JIN
RICHARD ABARCA
RASHMINA LALANI
DAVID NGUYEN
KYRA ARIELLE CASANOVA JARO

Other Offices

MONTAGE CAPITAL · CAMPBELL, CA
LPL FINANCIAL LLC · CAMPBELL, CA
BEACON POINTE ADVISORS, LLC · CAMPBELL, CA
CETERA INVESTMENT ADVISERS LLC · CAMPBELL, CA
PRIVATE ADVISOR GROUP, LLC · Campbell, CA
BEACON POINTE ADVISORS, LLC · Campbell, CA
BEACON POINTE ADVISORS, LLC · Campbell, CA
BEACON POINTE ADVISORS, LLC · Campbell, CA

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