Cambridge Investment Research Advisors
46yrs
Top advisor by experience in Charlottesville
2yrs
Albert Kwon
Financial advisor at Strategic Advisers
Based in Charlottesville, Virginia, Albert Kwon is a fiduciary financial advisor with 2 years of industry experience. Albert has been with Strategic Advisers since 2025. 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 275 advisors with offices in Charlottesville, and one of 255 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
OfficeCharlottesville, VA
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
- Aug 2025 – nowStrategic Advisers LLCCurrent firm
Contact Albert
(617) 563-7000Firm headquarters in Boston, MA. Ask for Albert. Charlottesville, VAOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Albert
Tailored to Albert’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Albert
How do I contact Albert?
Call Strategic Advisers at (617) 563-7000 and ask for Albert Kwon. Albert works from the Charlottesville, VA office.
How long has Albert been a financial advisor?
Albert has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Albert hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Albert a fiduciary?
Albert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Albert paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Albert 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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