DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Po Teng

Strategic Advisers LLCnational BDSan Francisco, Cadual registrantIAPD 7462558

Certified Financial Planner

Feed of 09/14/2026

Also filed as Po Hsien Teng

At current firm

1 y

since May 22, 2025

In the industry

12 y

since Jul 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Strategic Advisers LLC national BD current
since May 22, 2025 · San Francisco, Ca
Brio Financial Group independent RIA
Nov 5, 2024 to Dec 23, 2024 · San Francisco, Ca
J.P. Morgan Securities LLC wirehouse
Jun 1, 2023 to Aug 1, 2024 · Foster City, Ca
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Mar 11, 2022 to May 31, 2023 · New York, Ny

Moves

a registration end followed by a registration begin elsewhere

Brio Financial Group to Strategic Advisers LLC
left Dec 23, 2024, registered May 22, 2025 (150 days) · RIA to affiliated broker-dealer or bank
J.P. Morgan Securities LLC to Brio Financial Group
left Aug 1, 2024, registered Nov 5, 2024 (96 days) · Wirehouse to independent RIA
Merrill Lynch, Pierce, Fenner & Smith Incorporated to J.P. Morgan Securities LLC
left May 31, 2023, registered Jun 1, 2023 (1 days) · Wirehouse to wirehouse · moved with a team

Signals

Po Teng left Brio Financial Group for Strategic Advisers Llc (registered 2025-05-22)
Dec 23, 2024 · Advisor changed firm · fact
Po Teng left J.P. Morgan Securities Llc for Brio Financial Group (registered 2024-11-05)
Aug 1, 2024 · Advisor changed firm · fact
Po Teng left Merrill Lynch, Pierce, Fenner & Smith Incorporated for J.P. Morgan Securities Llc (registered 2023-06-01)
May 31, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: National broker-dealer RIAderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address