Christopher Michael Shingler

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

NY RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Astoria, NY • United States

320 Park Avenue, New York, NY 10022-6815 • 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
Fidelity Brokerage Services Llc	New York	NY	04/2010	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

04/2010 → Present

Fidelity Brokerage Services Llc

New York, NY
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

New York, NY

Astoria, NY
2013-11-06 → 2018-07-13

Strategic Advisers Llc

New York, NY
2007-12-06 → 2010-05-21

Hsbc Securities (Usa) Inc.

New York, NY

Brooklyn, NY
2006-02-06 → 2007-10-04

Key Investment Services Llc

Boise, ID

Murray, UT

Meridian, ID

Tacoma, WA
2005-07-06 → 2005-11-17

Chase Investment Services Corp.

Draper, UT
2004-04-28 → 2005-07-06

Banc One Securities Corporation

Draper, UT
2003-11-19 → 2004-04-13

Ameriprise Financial Services, Llc

Midvale, UT

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2003-11-18

S66 Uniform Combined State Law Examination

2003-11-18

Designations

View on SEC IAPD

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