Min L. Myo
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
HAYWARD, CA
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CRD#: 4667223
Professional summary
Min L. Myo, CFP®, who also goes by Min Lwin Myo, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Hayward, California and FIDELITY BROKERAGE SERVICES LLC located in Dublin, California.
Min is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Min has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
My professional goal is to be a trusted financial adviser to my clients by establishing long term planning relationships. I work with my clients to create customized plans that can be adaptive to on-going changes in their lives. Having over 15 years of planning experience, I have dealt with most situations pertaining to retirement, estate planning considerations and wealth management. Being a family man, I understand the multiple goals most families face financially.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Min Lwin Myo
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.
CRS (Client Relationship Summary) - RIA
Click below to view Min L. Myo's 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®
Education
University of Maryland College Park
Bachelors - Economics
2003
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 4500 A Tassajara Road, Dublin, CA 94568-4608RIA
CRD#: 104555
HAYWARD, CA
Current
April 9, 2010 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 4500-a Tassajara Road, Dublin, CA 94568BD
CRD#: 7784
Dublin, CA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
DUBLIN, CA
Past
April 20, 2010 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
DUBLIN, CA
Past
September 28, 2009 - February 17, 2010
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SAN JOSE, CA
Past
September 25, 2009 - February 17, 2010
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
SAN JOSE, CA
Past
August 25, 2006 - April 27, 2009
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
COLUMBIA, MD
Past
August 11, 2006 - April 27, 2009
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
COLUMBIA, MD
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
Arizona(9/13/2013)
RR
California(4/13/2010)
IAR
California(3/31/2025)
RR
Colorado(1/2/2015)
RR
Delaware(1/2/2015)
RR
Florida(1/6/2020)
RR
Hawaii(1/9/2018)
RR
Idaho(9/25/2019)
RR
Illinois(8/20/2021)
RR
Indiana(9/25/2019)
RR
Iowa(3/2/2024)
RR
Kansas(9/25/2019)
RR
Maryland(2/4/2016)
RR
Michigan(1/7/2013)
RR
Minnesota(2/9/2023)
RR
Montana(4/23/2020)
RR
Nevada(4/22/2010)
RR
New York(4/23/2020)
RR
North Carolina(3/25/2023)
RR
Oklahoma(9/25/2019)
RR
Oregon(4/9/2010)
RR
South Carolina(11/19/2021)
RR
Tennessee(9/25/2019)
RR
Texas(5/11/2017)
IAR
Texas(3/31/2025)
RR
Utah(10/9/2020)
RR
Vermont(6/1/2023)
RR
Virginia(7/19/2024)
RR
Washington(9/25/2019)
RR
Wyoming(2/12/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
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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)
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
Vice President, Financial ConsultantCRD#: 104555Hayward, CATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
