David Y. Cho
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
BELLEVUE, WA
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CRD#: 5579855
Professional summary
David Y Cho, who also goes by David Y Cho, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Bellevue, Washington and FIDELITY BROKERAGE SERVICES LLC located in Bellevue, Washington.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. David has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
My role is to help clients create a customized financial plan that helps them navigate through various stages of their lives.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
David Y Cho
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 David Y Cho'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
University of Washington
Bachelor of Business Studies (BBS) - Business Accounting
2005
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 10500 Ne 8th Street Bellevue Place Ste 100, Bellevue, WA 98004-4303RIA
CRD#: 104555
BELLEVUE, WA
Current
October 21, 2008 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 10500 Ne 8th Street-ste 100 Bellevue Place, Bellevue, WA 98004BD
CRD#: 7784
Bellevue, WA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BELLEVUE, WA
Past
September 16, 2009 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
BELLEVUE, WA
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(11/18/2021)
RR
Arizona(12/23/2014)
RR
California(4/4/2016)
RR
Colorado(8/10/2020)
RR
Florida(4/19/2018)
RR
Georgia(8/1/2023)
RR
Hawaii(7/29/2016)
RR
Idaho(4/24/2020)
RR
Illinois(3/4/2020)
RR
Indiana(5/1/2020)
RR
Kentucky(4/24/2025)
RR
Louisiana(5/16/2019)
RR
Maryland(1/4/2025)
RR
Massachusetts(8/6/2018)
RR
Michigan(3/2/2024)
RR
Missouri(9/19/2025)
RR
Montana(11/17/2020)
RR
Nevada(9/29/2023)
RR
New Mexico(4/24/2020)
RR
North Carolina(3/5/2013)
RR
Oregon(10/21/2008)
RR
Texas(2/14/2019)
IAR
Texas(3/31/2025)
RR
Utah(6/14/2019)
RR
Vermont(9/29/2023)
RR
Virginia(4/25/2020)
RR
Washington(10/21/2008)
IAR
Washington(3/31/2025)
RR
Wyoming(4/15/2025)
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Bellevue, WATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
