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Christine M Marshall

Strategic Advisers LLC

Grand Blanc, MI

Grand Blanc, MI

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • MI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

10811 S Saginaw St, Grand Blanc, MI 48439-2706 • United States

Grand Blanc, MI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Flint MI 02/2014 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2014 → Present
    Fidelity Brokerage Services Llc
    Flint, MI
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-03-09
S65 Uniform Investment Adviser Law Examination 2001-03-07
S63 Uniform Securities Agent State Law Examination 2001-02-02
  • S66 Uniform Combined State Law Examination
    2012-03-09
  • S65 Uniform Investment Adviser Law Examination
    2001-03-07
  • S63 Uniform Securities Agent State Law Examination
    2001-02-02
Other Names
  • Christine Marie Lemieux
  • Christine M Lemieux
  • Christine Marie Helms
  • Christine M Helms
  • Christine Helms
  • Christine Marshall

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP. · Grand Blanc, MI
AMERIPRISE FINANCIAL SERVICES, LLC · GRAND BLANC, MI
MAINSTAY CAPITAL MANAGEMENT, LLC · GRAND BLANC, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Grand Blanc, MI
CG ADVISORY SERVICES · Grand Blanc, MI

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