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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Roanoke, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Marlborough MA 09/2002 Present
Fidelity Brokerage Services Llc Marlborough MA 01/2008 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2002 → Present
    Fidelity Investments
    Marlborough, MA
  • 01/2008 → Present
    Fidelity Brokerage Services Llc
    Marlborough, MA
  • 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
    Roanoke, TX
    Westlake, TX
  • 2010-05-07 → 2018-07-13
    Alexandria, VA
    Herndon, VA
    King Of Prussia, PA
    Cary, NC
    Westlake, TX
Other Businesses

OBA-130422|OrgNmn:Greenlaw Equestrian, LLC|Org Addr:Roanoke,Texas,US|OBA Nature:the LLC is specifically for eq|Invst Rel:Y|Title:single-member LLC|Duties:I will setup and manage the LLC . the LLC is intended to help with 3 things: 3 liability protection, help with taxes and privacy. i dont ex|StrtDt:06-09-26|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-05-06
S63 Uniform Securities Agent State Law Examination 2003-03-07
  • S66 Uniform Combined State Law Examination
    2010-05-06
  • S63 Uniform Securities Agent State Law Examination
    2003-03-07
Other Names
  • Christopher Michael Greenlaw

View on SEC IAPD

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