Loc Minh Thai

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

• 08/2011 → 05/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 09/2011 → 05/2018
  Bank Of America, N.A.
  San Francisco, CA
• 05/2018 → 07/2022
  Jp Morgan Chase Bank, N.A.
  San Francisco, CA
• 05/2018 → 07/2022
  Jp Morgan Securities, Llc
  San Francisco, CA
• 08/2022 → Present
  Fidelity Investments
  Campbell, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-09-20 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Campbell, CA
• 2018-05-11 → 2022-06-28
  J.P. Morgan Securities Llc
  Novato, CA
  Danville, CA
  San Francisco, CA
  Arcata, CA
  Cloverdale, CA
  Eureka, CA
  Fort Bragg, CA
  Santa Rosa, CA
  Ukiah, CA
  Petaluma, CA
  Santa Rosa, CA
  Rohnert Park, CA
  Santa Rosa, CA
  Sonoma, CA
  Santa Rosa, CA
  Petaluma, CA
  San Rafael, CA
  Corte Madera, CA
  Novato, CA
  Greenbrae, CA
  San Rafael, CA
  Healdsburg, CA
  San Anselmo, CA
  Mill Valley, CA
  Sausalito, CA
  Santa Rosa, CA
  Windsor, CA
  Novato, CA
  Tiburon, CA
  Lakeport, CA
  Santa Rosa, CA
  Willits, CA
• 2011-09-13 → 2018-05-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Antonio, TX
  San Francisco, CA
  Sacramento, CA
  San Francisco, CA
  Daly City, CA
  Daly City, CA
  San Francisco, CA
  San Francisco, CA
  Livermore, CA
• 2008-06-10 → 2010-05-28
  Wells Fargo Investments, Llc
  San Francisco, CA
  San Francisco, CA
  Corte Madera, CA
  Emeryville, CA

Other Businesses

OBA-90173|OrgNmn:Loc M Thai LLC|Org Addr:San Franci,California,US|OBA Nature:Airbnb Rental|Invst Rel:Y|Title:Owner of property|Duties:Do nothing. Airbnb takes care of the business A-Z. Just collect rents. |StrtDt:03-31-22|TotHrs/mon:0.01|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2008-06-09
• S63 Uniform Securities Agent State Law Examination
  2002-04-13

Other Names

• Loc Minh Thai
• Loc M Thai