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.

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

Jul 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S66

First exam

Mar 9, 2022

First registration

Mar 11, 2022

Dual registered

yes, broker-dealer

Other names

PO Hsien TENG|Po H Teng|Po Teng|Pohsien Teng

IAPD individual key

7462558

• Occurred

  Dec 23, 2024
  Advisor changed firm

  Po Teng left Brio Financial Group for Strategic Advisers Llc (registered 2025-05-22)

  Form ADVobserved 6 days ago
• Occurred

  Aug 1, 2024
  Advisor changed firm

  Po Teng left J.P. Morgan Securities Llc for Brio Financial Group (registered 2024-11-05)

  Form ADVobserved 6 days ago
• Occurred

  May 31, 2023
  Advisor changed firm

  Po Teng left Merrill Lynch, Pierce, Fenner & Smith Incorporated for J.P. Morgan Securities Llc (registered 2023-06-01)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cd858141-8c38-4f0d-d661-75791edf22d3

First observed

Mar 11, 2022

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.