Jie Huang
STRATEGIC ADVISERS LLC | Financial Consultant
CHADDS FORD, PA
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CRD#: 6722996
Professional summary
Jie Huang, CFP® is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Chadds Ford, Pennsylvania and FIDELITY BROKERAGE SERVICES LLC located in Greenville, Delaware.
Jie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Jie has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Everyone's economic and life situation is unique, and I keep that in mind when providing financial guidance. I believe that personalized service is essential when matching clients with the right financial services. As a financial advisor, I am dedicated to learning about your personal goals. Together we will use them to build a financial security plan focused on your specific needs.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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 Jie Huang'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 Delaware
Master of Economics - Economics
2005
East China Normal University
Bachelor of Arts (BA) - Economics
1998
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 4001 Kennett Pike Ste 120, Greenville, DE 19807-2000RIA
CRD#: 104555
CHADDS FORD, PA
Current
June 16, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 4001 Kennett Pike Ste 120, Greenville, DE 19807-2000BD
CRD#: 7784
Greenville, DE
Past
June 24, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
KING OF PRUSSIA, PA
Past
March 17, 2017 - May 18, 2020
INVESTMENT MANAGEMENT & PLANNING LLC
RIA
CRD#: 146041
GREENVILLE, DE
Past
February 15, 2017 - June 4, 2020
LPL FINANCIAL LLC
BD
CRD#: 6413
GREENVILLE, DE
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(2/28/2023)
RR
Arkansas(5/1/2025)
RR
California(7/6/2020)
RR
Delaware(7/6/2020)
IAR
Delaware(3/31/2025)
RR
District of Columbia(1/6/2023)
RR
Florida(7/6/2020)
RR
Georgia(7/7/2020)
RR
Maryland(2/17/2022)
RR
Massachusetts(8/19/2020)
RR
Missouri(8/25/2022)
RR
New Jersey(7/6/2020)
RR
New York(7/6/2020)
RR
North Carolina(10/13/2021)
RR
Pennsylvania(6/17/2020)
IAR
Pennsylvania(3/31/2025)
RR
South Carolina(3/25/2023)
RR
South Dakota(4/29/2024)
RR
Tennessee(1/8/2025)
RR
Texas(8/16/2023)
IAR
Texas(3/31/2025)
RR
Virginia(6/2/2022)
RR
Washington(5/19/2023)
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
Financial ConsultantCRD#: 104555Chadds Ford, PATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
