CT
Chanh D. Truong
STRATEGIC ADVISERS LLC
SAN FRANCISCO, CA
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CRD#: 6043861
CT
Professional summary
Chanh Dan Truong, who also goes by Chanh D Truong, Chanh Dan Truong, Dan Truong, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in San Francisco, California and FIDELITY BROKERAGE SERVICES LLC located in Walnut Creek, California.
Chanh is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Chanh has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chanh D Truong | Chanh Dan Truong | Dan Truong
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.
I*78908
FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION
NAME OF OUTSIDE BUSINESS ORGANIZATION: DYNAMIX VENTURES LLC
INVESTMENT RELATED: N
ADDRESS OF BUSINESS:
1661 TENNESSEE ST, STE 3L
SAN FRANCISCO, CALIFORNIA 94107
NATURE OF BUSINESS: LLC,
POSITION, TITLE, ASSOCIATION: OTHER, LLC MEMBER
START DATE OF RELATIONSHIP: 3/2/2002
NUMBER OF HOURS DEVOTED: 10 HOUR(S) MONTHLY
NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0
DUTIES: ONLINE RETAIL BUSINESS SELLING TEA AND TEA ACCESSORIES. MY PRIMARY RESPONSIBILITY IS REPONSPONDING TO CUSTOMERS' INQUIRIES.
CRS (Client Relationship Summary) - RIA
Click below to view Chanh Dan Truong'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®
NoneExperience
Current
June 6, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 2001 North Main Street Three Ygnacio Center, Ste 100, Walnut Creek, CA 94596RIA
CRD#: 104555
SAN FRANCISCO, CA
Current
May 29, 2025 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 2001 North Main Street Three Ygnacio Center, Ste 100, Walnut Creek, CA 94596BD
CRD#: 7784
Walnut Creek, CA
Past
March 19, 2015 - May 5, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
SAN FRANCISCO, CA
Past
February 20, 2015 - May 5, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
SAN FRANCISCO, CA
Past
April 30, 2012 - February 19, 2015
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ALAMO, 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
California(5/29/2025)
IAR
California(6/6/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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.
