Christopher J Carvotta

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2009 → Present
  Fidelity Brokerage Services Llc
  Stamford, CT
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Brookfield, CT
  Merrimack, NH
• 2010-03-19 → 2018-07-13
  Strategic Advisers Llc
  Stamford, CT
  Danbury, CT
• 2008-06-19 → 2008-09-10
  Td Ameritrade, Inc.
  San Francisco, CA
• 2008-06-19 → 2008-09-10
  Td Ameritrade Investment Management, Llc
  San Francisco, CA
• 2005-03-02 → 2008-06-26
  Strategic Advisers Llc
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2005-02-25
• S63 Uniform Securities Agent State Law Examination
  2001-06-07

Other Names

• Christopher Carvotta
• Christopher John Carvotta