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Vincent Wu

Strategic Advisers LLC
25 Years of Experience
Cedar Knolls, NJ
1 DisclosureBroker
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Vincent Wu is a registered investment advisor at Strategic Advisers LLC, based in Cedar Knolls, NJ, with 25 years of industry experience. Vincent is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B in assets under management.

Strategic Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16991 advisors
Number of Clients
2,401,763 clients
Average Client Portfolio
$570K average
Assets Under Management
$1370.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.85%
$100K - $250K0.80%
$250K+0.70%

Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Cedar Knolls, NJ

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History

Regulatory History (1)
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Customer Dispute
January 2018
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Vincent is a silent partner in Lifestyle Organized, a personal organization services company, and SWu Real Estate LLC, a residential real estate sales company. He dedicates minimal time to each of these activities.

Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 1 yr 7 mos
Fidelity Brokerage Services LLCBroker
December 2010 - Present · 15 yrs 10 mos
Fidelity Brokerage Services LLC
December 2010 - Present · 15 yrs 10 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - March 2025 · 6 yrs 8 mos
Strategic Advisers LLC
January 2011 - July 2018 · 7 yrs 6 mos
New England Securities Corporation
September 2008 - November 2010 · 2 yrs 2 mos
New England SecuritiesBroker
March 2008 - November 2010 · 2 yrs 8 mos
First Investors CorporationBroker
July 2001 - February 2008 · 6 yrs 7 mos
State Registrations3 states
DENJNY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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