Janet Kang

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

• 06/2014 → 11/2020
  Tiaa
  New York, NY
• 06/2014 → 11/2020
  Tiaa-Cref Individual & Institutional Services, Llc
  New York, NY
• 11/2020 → 04/2021
  Unemployed
  New York, NY
• 04/2021 → Present
  Fidelity Investments
  New York, NY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-06-18 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH
• 2014-07-17 → 2020-11-13
  Tiaa-Cref Individual & Institutional Services, Llc
  New York, NY
• 2010-01-28 → 2013-04-23
  Edelman Financial Services, Llc
  New York, NY
  Brooklyn, NY
  Fairfax, VA
• 2008-07-11 → 2008-11-03
  Chase Investment Services Corp.
  New York, NY
• 2007-02-07 → 2008-07-10
  Equitable Advisors, Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2006-11-02

Other Names

• Janet Kang
• Janet Young Kang
• Janet Eun Young Kang