Olivia Peng
Financial advisor at Strategic Advisers LLC · Berkeley, CA
Last updated 2026-10-10
Claim your profileOlivia Peng is a financial advisor at Strategic Advisers LLC in Berkeley, CA, CRD 6589760. Licenses and exams on the registration: Series 63, Series 66. First registered 2024-09-11.
Registration
- CRD number
- 6589760
- Registration status
- Active
- First registered
- 2024-09-11
- Years of experience
- 11
- States registered
- CA, TX
Licenses and exams
- Series 63
- Series 66
Work history
- 2015-11 to 2021-12 · Jp Morgan Securities LLC · San Francisco, CA
- 2015-11 to 2021-12 · Jpmorgan Chase Bank · San Francisco, CA
- 2015-07 to 2019-03 · Tataki Mission, Llc. · San Francisco, CA
- 2024-04 to Present · Fidelity Investments · Berkeley, CA
- 2022-01 to 2023-10 · Wells Fargo Bank · Palo Alto, CA
- 2022-04 to 2024-04 · Flamingo Staging LLC · San Francisco, CA
- 2025-03 to Present · Fidelity Investments · Boston, MA
Current employment
- Strategic Advisers LLC · Boston, MA
Strategic Advisers LLC
- Regulatory AUM
- $1,370,125,325,211
- Registered advisors
- 17,023
- Offices
- 3,513
- Clients per advisor
- 141.1 (High)
- Average AUM per client
- $570.5K (Low)
- High-net-worth client ratio
- 30.7% (Moderate)
Strategic Advisers LLC: advisors, services and reported ETF investments
What this firm offers
Filed by Strategic Advisers LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Investment Companies
- Businesses or Institutional Clients
- Selection of Other Advisers
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Commodity Pool Operator or Trading Advisor
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Sponsor or GP of Pooled Investment Vehicl
Location
2120 University Ave, Berkeley, CA 94704-1026
36 advisors at this office.
Contact
The firm's filed contact details.
Official record
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