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Kevin Zheng

Strategic Advisers LLC

Newport Beach, CA

Irvine, CA

CRD 7961422

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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

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-26
TX RA APPROVED 2025-11-26
  • CA RA
    APPROVED
    Since 2025-11-26
  • TX RA
    APPROVED
    Since 2025-11-26

Branch Locations

1600 Newport Center Dr Ste 100, Newport Beach, CA 92660-6208 • United States

Irvine, 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
Unemployed New York NY 01/2024 07/2024
Troy High School Fullerton CA 07/2015 08/2018
Fidelity Investments Newport Beach CA 08/2025 Present
Merrill Lynch Irvine CA 07/2024 07/2025
Irvine Valley College Irvine CA 08/2018 09/2020
University Of California, Irvine Irvine CA 09/2020 08/2022
Columbia University New York NY 08/2022 01/2024
  • 01/2024 → 07/2024
    Unemployed
    New York, NY
  • 07/2015 → 08/2018
    Troy High School
    Fullerton, CA
  • 08/2025 → Present
    Fidelity Investments
    Newport Beach, CA
  • 07/2024 → 07/2025
    Merrill Lynch
    Irvine, CA
  • 08/2018 → 09/2020
    Irvine Valley College
    Irvine, CA
  • 09/2020 → 08/2022
    University Of California, Irvine
    Irvine, CA
  • 08/2022 → 01/2024
    Columbia University
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-24
  • S66 Uniform Combined State Law Examination
    2025-11-24
Other Names
  • Tianjian Zheng
  • Tianjian Zheng
  • Kevin Tianjian Zheng

View on SEC IAPD

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OCVC, LLC
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Nearby Investors

WILLIAM ERIC BLANTON
Travis L. Shirley
Michael Schanna

Nearby Offices

OKAPI CAPITAL, LLC · NEWPORT BEACH, CA
OCVC, LLC · NEWPORT BEACH, CA
MIG CAPITAL, LLC · NEWPORT BEACH, CA

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