TrueAdvisor
TrueAdvisor
LW
CFP
LW
CFP

Ling Wang

Strategic Advisers LLC
24 Years of Experience
Pasadena, CA
Broker
View SEC Summary
View SEC Summary

Ling Wang is a CFP-designated registered investment advisor at Strategic Advisers LLC, based in Pasadena, CA, with 24 years of industry experience. Ling 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
—
View Full SEC Brochure

Location

Pasadena, CA

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 1 yr 7 mos
Fidelity Brokerage Services LLCBroker
May 2022 - Present · 4 yrs 5 mos
Fidelity Brokerage Services LLC
May 2022 - Present · 4 yrs 5 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
June 2022 - March 2025 · 2 yrs 9 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
May 2007 - April 2022 · 14 yrs 11 mos
Metlife Investors Distribution CompanyBroker
September 2005 - March 2007 · 1 yr 6 mos
Neuberger Berman, LLC
January 2005 - August 2005 · 7 mos
Neuberger Berman, LLCBroker
January 2005 - August 2005 · 7 mos
UBS Financial Services INC.Broker
April 2004 - December 2004 · 8 mos
UBS Financial Services INC.Broker
September 2002 - October 2003 · 1 yr 1 mo
UBS Financial Services INC.
September 2002 - October 2003 · 1 yr 1 mo
American Express Financial Advisors, INC.
September 2001 - September 2002 · 1 yr
Ids Life Insurance CompanyBroker
September 2001 - September 2002 · 1 yr
American Express Financial Advisors INC.Broker
September 2001 - September 2002 · 1 yr
State Registrations21 states
AKAZCACOFLGAHIIDMAMDNDNJNVNYOKORSDTNTXWAWI
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.
More Advisors
More financial advisors in Pasadena, CA →All financial advisors in California →