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RIA / WealthAdvisordual registered (broker-dealer)23 years in industry

DAE YOUNG CHUNG

Advisor at STRATEGIC ADVISERS LLC

SAN JOSE, CA | SANTA CLARA, CA

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Search this name across graphsid dfx:ria:44345585-e26a-e404-f15f-63ec2422935c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jan 7, 2010 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 18, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Apr 18, 2003
First registration: Jan 7, 2010
Dual registered: yes, broker-dealer
Other names: DANNY DAEYOUNG CHUNG|DAEYOUNG CHUNG|DANNY DAE YOUNG CHUNG|DAE YOUNG DAEYOUNG CHUNG
IAPD individual key: 3049690

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	SAN JOSE, CA\|SANTA CLARA, CA	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Mar 31, 2025	no	BOSTON, MA\|SAN JOSE, CA\|SANTA CLARA, CA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Jul 28, 2016	Jul 13, 2018	no	SAN JOSE, CA	Previous registration
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Former SEC adviser	Feb 2, 2015	Jul 15, 2016	no	LOS ALTOS, CA\|SUNNYVALE, CA\|SUNNYVALE, CA\|SANTA CLARA, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	May 30, 2012	Jan 20, 2015	no	LOS ALTOS, CA\|SUNNYVALE, CA\|MOUNTAIN VIEW, CA\|SAN JOSE, CA\|SUNNYVALE, CA\|SUNNYVALE, CA\|MOUNTAIN VIEW, CA\|CUPERTINO, CA\|MOUNTAIN VIEW, CA	Previous registration
MORGAN STANLEY	Wirehouse	Jan 7, 2010	May 23, 2012	no	San Mateo, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	STRATEGIC ADVISERS LLC	Jul 15, 2016	Jul 28, 2016	13	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Jan 20, 2015	Feb 2, 2015	13	Firm change	Other
MORGAN STANLEY	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	May 23, 2012	May 30, 2012	7	Firm change	Wirehouse to wirehouse

Relationships

Registered with (5)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Jul 28, 2016 to Jul 13, 2018factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Mar 31, 2025factForm ADV
→ BANCWEST INVESTMENT SERVICES, INC. (BWIS)Registered adviserregistration: previous registration
Feb 2, 2015 to Jul 15, 2016factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
May 30, 2012 to Jan 20, 2015factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jan 7, 2010 to May 23, 2012factForm ADV

Dated events

No dated event names this entity yet.