Chelsie
Lui
Strategic Advisers LLC
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About this Advisor
Chelsie Lui is a financial advisor based in Folsom, California, working with Strategic Advisers LLC. Chelsie has previously held positions at Meta, Employment Development Department, Fidelity Investments, Burberry, Desigual, Louis Vuitton, Chipotle, Gap, Athleta, Grocery Outlet Inc, World Financial Group, Hanover Walnut Creek, and Full Time Education. Chelsie has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Chelsie is part of Strategic Advisers LLC, which operates in Folsom, California. The firm has 240 offices and 16,291 employees. Strategic Advisers LLC manages assets totaling $1.1 trillion and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Strategic Advisers LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Strategic Advisers LLC Brokerage Details
$1,067,664,605,590
16,291
2,486,631
$429,362
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Chelsie Lui Work History
Fidelity Investments
Fidelity Investments
Hanover Walnut Creek
Meta
Employment Development Department
Burberry
Grocery Outlet Inc
Louis Vuitton
Gap
Athleta
Desigual
Chipotle
World Financial Group
Full Time Education
Disclosures
Please visit the SEC profile of Chelsie Lui to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Strategic Advisers LLC
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