Silicon Private Wealth
40yrs
Top advisor by experience in Fremont
5yrs
Mo Bai
Financial advisor at Strategic Advisers
Mo Bai has worked in the financial industry for 5 years and is a fiduciary financial advisor based in Fremont, California. Mo joined Strategic Advisers in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. Strategic Advisers reports being paid through a percentage of assets and flat fees.
One of 139 advisors with offices in Fremont, and one of 128 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
OfficeFremont, CA
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.
Career
- May 2026 – nowStrategic Advisers LLCCurrent firm
Contact Mo
(617) 563-7000Firm headquarters in Boston, MA. Ask for Mo. Fremont, CAOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Mo
Tailored to Mo’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 Mo
How do I contact Mo?
Call Strategic Advisers at (617) 563-7000 and ask for Mo Bai. Mo works from the Fremont, CA office.
How long has Mo been a financial advisor?
Mo has been in the industry since 2022, about 5 years. 5 years in the industry.
What licenses does Mo hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Mo a fiduciary?
Mo is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mo paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Mo 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.
Other advisors nearby
Parah Capital Management
36yrs
Top 1% by experience in Fremont
Edward Jones
36yrs
Top 2% by experience in Fremont
LPL Financial
34yrs
Top 3% by experience in Fremont
U.S. Bancorp Advisors
33yrs
Top 4% by experience in Fremont
Primerica Advisors
32yrs
Top 4% by experience in Fremont