UBS Financial Services
47yrs
Top advisor by experience in Pasadena
14yrs
Leon Chen
Financial advisor at Strategic Advisers
Based in Pasadena, California, Leon Chen is a fiduciary financial advisor with 14 years of industry experience. Leon joined Strategic Advisers in 2025, after six years at Merrill. Leon holds the CFP® designation.
One of 1156 advisors with offices in Pasadena, and one of 1068 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?More experience than 72% of advisors at Strategic Advisers
Office155 N Lake Avenue, Pasadena, CA 91101
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jun 2025 – nowStrategic Advisers LLCCurrent firm
- 2019 – 2025MerrillPreviously
Questions to ask Leon
Tailored to Leon’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Leon
How do I contact Leon?
Call Strategic Advisers at (617) 563-7000 and ask for Leon Chen. Leon works from the Pasadena, CA office.
How long has Leon been a financial advisor?
Leon has been in the industry since 2012, about 14 years. More experience than 72% of advisors at Strategic Advisers.
What licenses does Leon hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Leon a fiduciary?
Leon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Leon paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Leon 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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