Chris Lopez

Strategic Advisers LLC

Huntington Beach, CA

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

CA RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Huntington Beach, CA • United States

12201 Seal Beach Blvd, Seal Beach, CA 90740-2634 • 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

Organization	City	State	From	To
Td Ameritrade	Long Beach	CA	10/2015	05/2018
Fidelity Brokerage Services Llc	Seal Beach	CA	05/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

10/2015 → 05/2018

Td Ameritrade

Long Beach, CA
05/2018 → Present

Fidelity Brokerage Services Llc

Seal Beach, CA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2018-07-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Seal Beach, CA
2018-07-02 → 2018-07-13

Strategic Advisers Llc

Seal Beach, CA
2015-12-28 → 2018-06-01

Td Ameritrade, Inc.

Long Beach, CA
2015-12-28 → 2018-06-01

Td Ameritrade Investment Management, Llc

Long Beach, CA
2003-08-06 → 2010-01-25

Charles Schwab & Co., Inc.

Long Beach, CA

Seal Beach, CA
2001-07-31 → 2002-07-02

A. G. Edwards & Sons, Inc.

San Juan Capistrano, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-12-23
S63	Uniform Securities Agent State Law Examination	2001-04-13

S66 Uniform Combined State Law Examination

2015-12-23
S63 Uniform Securities Agent State Law Examination

2001-04-13

Other Names

Chris Angel Lopez

View on SEC IAPD

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