Frank Chin

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

• 08/2023 → Present
  Fidelity Investments
  Alpharetta, GA
• 02/2023 → 07/2023
  Unemployed
  Canton, GA
• 09/2022 → 02/2023
  Primerica
  Duluth, GA
• 08/2020 → 12/2022
  The University Of Georgia
  Athens, GA
• 06/2022 → 07/2022
  Pine Point
  Atlanta, GA
• 08/2019 → 11/2019
  Unemployed
  Canton, GA
• 11/2019 → 03/2020
  Starbucks
  Paramus, NJ
• 08/2017 → 05/2019
  The University Of Alabama
  Tuscaloosa, AL
• 05/2019 → 08/2019
  Izumi Asian Bistro
  Woodstock, GA
• 05/2018 → 08/2018
  Ymca
  Canton, GA
• 08/2013 → 08/2017
  Cherokee High School
  Canton, GA
• 03/2020 → 08/2020
  Unemployed
  Canton, GA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-11-22 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Alpharetta, GA

Exams

• S66 Uniform Combined State Law Examination
  2023-10-10