Darrin A. Chow
STRATEGIC ADVISERS LLC | Financial Consultant
SOUTH SAN FRANCISCO, CA
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CRD#: 5491712
Professional summary
Darrin Andrew Chow, who also goes by Darrin A Chow, Darrin Chow, Darrin Andrew Chow, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in South San Francisco, California and FIDELITY BROKERAGE SERVICES LLC located in Burlingame, California.
Darrin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Darrin has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
In working with my team of professionals here at Fidelity, we strive to empower clients and their families to identify their unique goals. We work towards managing wealth collaboratively and effectively on an ongoing basis.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Darrin A Chow | Darrin Chow | Darrin Andrew Chow
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.
Rental Property 1 Address (city and country) of the other business (rental property) - San Francisco, CA 94133 2. Position/Title - General Partner 3. Start date of your relationship (when you began renting the property) - 01/01/2004 4. Approximate number of hours/month you devote to the other business (rental property)- 0 hours/month 5. Number of hours you devote to the other business (rental property) during securities trading hours - 0 hours 6. Duties relating to other Business (rental) - I am part owner along with my two Siblings. I no longer live at the address, thus, I no longer have a duty of property management.
CRS (Client Relationship Summary) - RIA
Click below to view Darrin Andrew Chow'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®
NoneEducation
San Francisco State University
Bachelor of Business Administration - Corporate Finance
2009
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1411 Chapin Avenue, Burlingame, CA 94010RIA
CRD#: 104555
SOUTH SAN FRANCISCO, CA
Current
October 13, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1411 Chapin Avenue, Burlingame, CA 94010BD
CRD#: 7784
Burlingame, CA
Past
November 10, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BURLINGAME, CA
Past
September 9, 2014 - October 11, 2022
HARRISDIRECT LLC
RIA
CRD#: 42159
Menlo Park, CA
Past
September 9, 2014 - October 11, 2022
E*TRADE SECURITIES LLC
BD
CRD#: 29106
Menlo Park, CA
Past
December 9, 2013 - August 28, 2014
BANCWEST INVESTMENT SERVICES, INC.
RIA
CRD#: 29357
SAN FRANCISCO, CA
Past
December 9, 2013 - August 28, 2014
BANCWEST INVESTMENT SERVICES, INC.
BD
CRD#: 29357
SAN FRANCISCO, CA
Past
September 27, 2011 - December 10, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
SOUTH SAN FRANCISCO, CA
Past
September 27, 2011 - December 10, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
SOUTH SAN FRANCISCO, CA
Past
August 4, 2010 - September 2, 2011
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
BURLINGAME, CA
Past
June 23, 2010 - September 2, 2011
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
BURLINGAME, CA
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(11/17/2022)
RR
California(10/13/2022)
IAR
California(3/31/2025)
RR
Colorado(7/21/2023)
RR
Illinois(7/19/2024)
RR
Maine(1/3/2025)
RR
Nevada(12/19/2023)
RR
New York(11/4/2024)
RR
Texas(9/29/2023)
IAR
Texas(3/31/2025)
RR
Washington(1/3/2025)
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
Financial ConsultantCRD#: 104555South San Francisco, CATRUST BUT VERIFY
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Contact information
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