UBS Financial Services
46yrs
Top advisor by experience in Walnut Creek
16yrs
Edward Choe
Financial advisor at Strategic Advisers
Edward Choe has worked in the financial industry for 16 years and is a fiduciary financial advisor based in Walnut Creek, California. Edward has been with Strategic Advisers since 2025; before that, Edward spent three years at Fidelity Personal and Workplace Advisors and ten years at Merrill. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 1115 advisors with offices in Walnut Creek, and one of 1005 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?Top 22% by experience at Strategic Advisers
Office2001 North Main Street Three Ygnacio Center, Suite 100, Walnut Creek, CA 94596
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2022 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2011 – 2022MerrillPreviously
- Jun 2010 – Jul 2011Morgan StanleyPreviously
Contact Edward
2001 North Main Street Three Ygnacio Center, Suite 100Walnut Creek, CA 94596Office · Get directions Firm main line(617) 563-7000Headquarters: Strategic Advisers · Boston, MA
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Questions to ask Edward
Tailored to Edward’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Edward
How do I contact Edward?
Call Strategic Advisers at (617) 563-7000 and ask for Edward Choe. Edward works from the Walnut Creek, CA office.
How long has Edward been a financial advisor?
Edward has been in the industry since 2010, about 16 years. Top 22% by experience at Strategic Advisers.
What licenses does Edward hold?
Series 66. Tap any license on this page to see what it allows.
Is Edward a fiduciary?
Edward is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Edward paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Edward for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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