Dae Young D. Chung
Professional summary
Dae Young Daeyoung Chung, who also goes by Dae Young Daeyoung Chung, Daeyoung Chung, Danny Dae Young Chung, Danny Daeyoung Chung, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Santa Clara, California and FIDELITY BROKERAGE SERVICES LLC located in San Jose, California.
Dae Young is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Dae Young has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Dae Young Daeyoung Chung's CRS (Customer Relationship Summary).
Certified licenses
Education
CUNY Bernard M. Baruch College
Bachelor of Arts (BA) - Sociology
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 4160 N First St, San Jose, CA 95134-1513July 25, 2016 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 4160 N First St, San Jose, CA 95134-1513July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
July 28, 2016 - July 13, 2018
STRATEGIC ADVISERS LLC
February 2, 2015 - July 15, 2016
BANCWEST INVESTMENT SERVICES, INC.
February 2, 2015 - July 15, 2016
BANCWEST INVESTMENT SERVICES, INC.
May 30, 2012 - January 20, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
May 30, 2012 - January 20, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 7, 2010 - May 23, 2012
MORGAN STANLEY
November 13, 2009 - May 23, 2012
MORGAN STANLEY
December 9, 2008 - July 2, 2009
HILLTOP SECURITIES INC.
March 13, 2003 - December 31, 2008
M.L. STERN & CO., LLC.
September 9, 1999 - September 23, 1999
JOSEPHTHAL & CO., INC.
June 28, 1999 - July 21, 1999
THINKEQUITY LLC
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/6/2024)
(7/25/2016)
(3/31/2025)
(3/4/2022)
(4/23/2020)
(5/30/2022)
(7/21/2023)
(6/4/2021)
(1/9/2020)
(3/25/2023)
(5/31/2021)
(3/31/2025)
Exams
FINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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
Financial ConsultantCRD#: 104555Santa Clara, CATRUST BUT VERIFY
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