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Colbert D. Chang

Colbert D. Chang

STRATEGIC ADVISERS LLC | Vice President, Wealth Planner
SCOTTSDALE, AZ
Some features on this profile are disabled
CRD#: 2310025
Colbert D. Chang

Professional summary

Colbert D. Chang, CFP®, who also goes by Colbert David Chang Jr, Colbert David Chang Jr., Colbert David Chang, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Scottsdale, Arizona and FIDELITY BROKERAGE SERVICES LLC located in Scottsdale, Arizona.

Colbert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Colbert has worked at 11 firms and has passed the Series 63, Series 66, SIE, Series 7 and Series 8 exams.

Biography

I am a CERTIFIED FINANCIAL PLANNER ™ practioner with almost three decades of financial industry experience and a passion to serve my clients. I take a keen interest in what matters most to my clients and I marshall the vast resources of Fidelity to provide comprehensive holistic financial planning. My mission is to partner with my clients and strive towards their peace of mind.

Question & Answer

What are your service offerings?
Investment Planning
Retirement Planning
Estate Planning
Comprehensive Financial Planni...
Insurance Planning
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes

Aliases

Colbert David Chang Jr | Colbert David Chang Jr. | Colbert David Chang

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Colbert D. Chang's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2010

Education

St. John's University

Master of Business Administration (MBA) - Finance

1995

Hofstra University

Bachelor of Business Administration - Accounting

1991

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 7171 E Paradise Lane, Scottsdale, AZ 85254-2155
RIA
CRD#: 104555
SCOTTSDALE, AZ
Current

January 23, 2021 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 7171 E Paradise Lane, Scottsdale, AZ 85254
BD
CRD#: 7784
SCOTTSDALE, AZ
Past

March 5, 2021 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
SALT LAKE CITY, UT
Past

March 5, 2019 - November 13, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
Phoenix, AZ
Past

March 4, 2019 - November 13, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA
CRD#: 20472
Phoenix, AZ
Past

October 5, 2016 - August 1, 2017

RONALD BLUE & CO., LLC

RIA
CRD#: 104605
Tempe, AZ
Past

June 28, 2016 - September 29, 2016

VANGUARD ADVISERS, INC.

RIA
CRD#: 106715
SCOTTSDALE, AZ
Past

June 27, 2016 - September 29, 2016

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
SCOTTSDALE, AZ
Past

July 2, 2014 - May 11, 2016

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA
CRD#: 20472
TEMPE, AZ
Past

June 20, 2014 - May 11, 2016

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
TEMPE, AZ
Past

January 3, 2012 - June 17, 2014

SCHWAB WEALTH ADVISORY, INC.

RIA
CRD#: 159035
PHOENIX, AZ
Past

May 6, 2009 - December 31, 2011

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
PHOENIX, AZ
Past

April 14, 2009 - June 16, 2014

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
PHOENIX, AZ
Past

January 10, 1997 - March 5, 2009

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
PHOENIX, AZ
Past

September 27, 1996 - January 30, 1997

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

September 27, 1996 - January 30, 1997

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alaska
(1/9/2023)
RR
Arizona
(1/27/2021)
IAR
Arizona
(3/31/2025)
RR
California
(3/27/2023)
RR
Colorado
(3/5/2024)
RR
Connecticut
(3/4/2024)
RR
Florida
(1/12/2024)
RR
Illinois
(3/6/2024)
RR
Kentucky
(3/5/2024)
RR
Maryland
(1/22/2026)
RR
Michigan
(3/5/2024)
RR
Minnesota
(3/5/2024)
RR
Nevada
(3/6/2024)
RR
New Jersey
(11/17/2025)
RR
New York
(3/5/2024)
RR
Ohio
(3/4/2024)
RR
Oregon
(3/1/2024)
RR
Texas
(3/2/2021)
IAR
Texas
(3/31/2025)
RR
Utah
(5/11/2022)
RR
Virginia
(3/5/2024)
RR
Washington
(3/4/2024)
RR
Wyoming
(8/6/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 2/23/2021
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 5/5/2009
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/29/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/26/1996
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 8
Date: 4/14/1998
General Securities Sales Supervisor Examination (Options Module & General Module)
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange

Current Firm

SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 Approved)
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Contact information

Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)
FIDELITY STRATEGIC DISCIPLINES (11/10/2025)
FIDELITY WEALTH SERVICES (9/10/2025)
STRATEGIC ADVISERS LLC (9/10/2025)
FIDELITY MANAGED FIDFOLIOS (3/31/2025)
FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)
FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

STRATEGIC ADVISERS LLC

Vice President, Wealth PlannerCRD#: 104555Scottsdale, AZ

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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