Linda P. Chabinsky
STRATEGIC ADVISERS LLC | Financial Consultant
RALEIGH, NC
Some features on this profile are disabled
CRD#: 6871996
Professional summary
Linda Pak Chabinsky, CFP®, who also goes by Linda P Chabinsky, Linda Sungmi Pak, Sungmi Pak, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Raleigh, North Carolina and FIDELITY BROKERAGE SERVICES LLC located in Durham, North Carolina.
Linda is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Linda has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
I have a passion for financial planning, budgeting and disciplined long term investing. As a Fidelity Financial Advisor, I have the privilege of collaborating with my clients to organize, protect, and grow their assets to help achieve the goals that are personal and important to them. I strive to earn my clients' trust by understanding their unique situations, priorities and preferences first, then partnering with them to develop and implement the financial plans with their success in mind.
Question & Answer
What are your service offerings?
Estate Planning
Employee and Employer Plan Ben...
Retirement Planning
Insurance Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Linda P Chabinsky | Linda Sungmi Pak | Sungmi Pak
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 Linda Pak Chabinsky'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®
CFP®
Start date: 2019
Education
George Washington University
Master of Business Administration (MBA) - Finance and Investments
1991
Duke University
Bachelor of Science (BS) - Economics and Computer Science
1985
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 7011 Fayetteville Rd Suite 110, Durham, NC 27713RIA
CRD#: 104555
RALEIGH, NC
Current
September 23, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 7011 Fayetteville Rd Suite 110, Durham, NC 27713BD
CRD#: 7784
Durham, NC
Past
September 30, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
DURHAM, NC
Past
January 3, 2018 - June 15, 2022
EDWARD JONES
RIA
CRD#: 250
DURHAM, NC
Past
December 8, 2017 - June 15, 2022
EDWARD JONES
BD
CRD#: 250
DURHAM, NC
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
Alabama(9/23/2022)
RR
Arizona(1/4/2025)
RR
California(5/3/2024)
RR
Colorado(8/29/2025)
RR
Connecticut(9/23/2022)
RR
District of Columbia(9/23/2022)
RR
Florida(9/23/2022)
RR
Georgia(9/23/2022)
RR
Indiana(9/25/2024)
RR
Kansas(1/4/2025)
RR
Massachusetts(9/29/2025)
RR
New Hampshire(5/19/2023)
RR
New York(9/23/2022)
RR
North Carolina(9/23/2022)
IAR
North Carolina(3/31/2025)
RR
Ohio(9/23/2022)
RR
Oregon(10/4/2024)
RR
Pennsylvania(9/23/2022)
RR
South Carolina(10/4/2022)
RR
Texas(7/19/2024)
IAR
Texas(3/31/2025)
RR
Virginia(9/23/2022)
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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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#: 104555Raleigh, NCTRUST BUT VERIFY
Monitor Linda Chabinsky
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
