TP
Tong Page
STRATEGIC ADVISERS LLC
MARTINEZ, CA
Some features on this profile are disabled
CRD#: 7417073
TP
Professional summary
Tong Page, who also goes by Alli Han, Allison Han, Miru Han, Tong Han, Alli Page, Allison Page, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Martinez, California and FIDELITY BROKERAGE SERVICES LLC located in Berkeley, California.
Tong is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Tong has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Alli Han | Allison Han | Miru Han | Tong Han | Alli Page | Allison Page
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.
Name of the other businessS CONSULTING INC Whether the business is investment-relatedNO Address of the other business MARTINEZ, CA Nature of the other businessEVENT PLANNING Your positionPLANNER Title, or relationship with the other businessOWNER Start date of your relationship06/17/2021 Approximate number of hours/month you devote to the other business2 HOURS THAT ALL OUTSIDE THE WORK SCHEDULE Number of hours you devote to the other business during securities trading hours0 Briefly describe your duties relating to the other businessPLAN FAMILY EVENTS AND COORDINATE WITH ALL THE ARRANGMENTS NEEDED
CRS (Client Relationship Summary) - RIA
Click below to view Tong Page'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
October 7, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1995 University Ave - Ste 120, Berkeley, CA 94704RIA
CRD#: 104555
MARTINEZ, CA
Current
September 30, 2025 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1995 University Ave - Ste 120, Berkeley, CA 94704BD
CRD#: 7784
BERKELEY, CA
Past
December 10, 2024 - September 10, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
OAKLAND, CA
Past
December 10, 2024 - September 10, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
OAKLAND, CA
Past
October 26, 2021 - December 4, 2024
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
EL CERRITO, CA
Past
October 2, 2021 - December 4, 2024
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
EL CERRITO, 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(9/30/2025)
IAR
California(10/7/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/1/2021
General Securities Representative ExaminationGeneral 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.
