Christopher K. Mata

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

• 07/2010 → Present
  Fidelity Investments
  San Antonio, TX
• 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
  San Antonio, TX
  San Antonio, TX
• 2010-11-16 → 2018-07-13
  Strategic Advisers Llc
  San Antonio, TX
• 2005-07-06 → 2006-10-05
  Chase Investment Services Corp.
  Houston, TX
  Houston, TX
• 2003-03-27 → 2005-07-06
  Banc One Securities Corporation
  Houston, TX
• 2002-03-20 → 2003-02-21
  Ameriprise Financial Services, Llc
  Houston, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-11-15
• S66 Uniform Combined State Law Examination
  2002-05-14

Other Names

• Christopher Keith Mata