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Christopher Todd Shivel

Strategic Advisers LLC

Charlotte, NC

Fort Mill, SC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-31
SC RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • SC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

4611 Sharon Rd Two Coltsgate, Charlotte, NC 28211-3529 • United States

Fort Mill, SC • 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, Inc. Cincinnati OH 01/1998 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/1998 → Present
    Fidelity Brokerage Services, Inc.
    Cincinnati, OH
  • 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
    Fort Mill, SC
    Charlotte, NC
  • 2001-12-31 → 2018-07-13
    Strategic Advisers Llc
    Charlotte, NC
    Cincinnati, OH
Other Businesses

OBA-126174|OrgNmn:Mountain and Marsh Trading Co. LLC.|Org Addr:Dry Branch,West Virgi,US|OBA Nature:Packaged Foods|Invst Rel:N|Title:Partner|Duties:50% passive ownership/Non-managing member|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-08-01
S63 Uniform Securities Agent State Law Examination 1998-04-27
  • S66 Uniform Combined State Law Examination
    2000-08-01
  • S63 Uniform Securities Agent State Law Examination
    1998-04-27
Designations

View on SEC IAPD

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