Christopher J. Rysak

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

• 06/2016 → 10/2023
  Charles Schwab & Co., Inc.
  Glen Allen, VA
• 06/2016 → 10/2023
  Charles Schwab Bank
  Glen Allen, VA
• 10/2023 → Present
  Fidelity Investments
  Glen Allen, VA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-11-22 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Glen Allen, VA
• 2016-07-14 → 2023-10-25
  Charles Schwab & Co., Inc.
  Glen Allen, VA
• 2012-03-26 → 2016-06-21
  T. Rowe Price Advisory Services, Inc.
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2012-02-17
• S63 Uniform Securities Agent State Law Examination
  2002-09-03

Designations

• Certified Financial Planner

Other Names

• Christopher J Rysak