Akobana Herve Joseph Tcha

Strategic Advisers LLC

CRD 7704948

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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:

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-05-07
TX	RA	APPROVED	2025-05-07

NY RA
APPROVED

Since 2025-05-07
TX RA
APPROVED

Since 2025-05-07

Branch Locations

Rosedale, NY • United States

320 Park Avenue, New York, NY 10022-6815 • 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
Fidelity Investments	New York	NY	02/2023	Present
Vitamin World	Garden City	NY	02/2014	06/2020
Cuny Baruch College	New York City	NY	08/2020	02/2023

02/2023 → Present

Fidelity Investments

New York, NY
02/2014 → 06/2020

Vitamin World

Garden City, NY
08/2020 → 02/2023

Cuny Baruch College

New York City, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-07-11
S63	Uniform Securities Agent State Law Examination	2023-09-05

S66 Uniform Combined State Law Examination

2024-07-11
S63 Uniform Securities Agent State Law Examination

2023-09-05

Other Names

Akobana Herve Joseph Tcha
Akobana Tcha

View on SEC IAPD

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