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Christopher Jon Bolisay

Strategic Advisers LLC

Irving, TX

North Richland Hills, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

6731 N Macarthur Blvd Ste 100, Irving, TX 75039-2403 • United States

North Richland Hills, TX • 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
Usaa Financial Advisors, Inc. San Antonio TX 09/2007 01/2019
Usaa Financial Planning Services San Antonio TX 04/2012 01/2018
Usaa Investment Management Company San Antonio TX 01/2018 07/2019
Fidelity Brokerage Services Llc Westlake TX 07/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2007 → 01/2019
    Usaa Financial Advisors, Inc.
    San Antonio, TX
  • 04/2012 → 01/2018
    Usaa Financial Planning Services
    San Antonio, TX
  • 01/2018 → 07/2019
    Usaa Investment Management Company
    San Antonio, TX
  • 07/2019 → Present
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-09-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
  • 2018-01-08 → 2019-07-11
    Usaa Investment Services Company
    San Antonio, TX
  • 2008-08-01 → 2018-01-08
    Usaa Financial Planning Services
    Tampa, FL
    San Antonio, TX
    San Antonio, TX
    Addison, TX
  • 2005-10-25 → 2008-12-31
    Usaa Investment Services Company
    San Antonio, TX
    San Antonio, TX
    San Antonio, TX
    San Antonio, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-11-07
  • S66 Uniform Combined State Law Examination
    2003-11-07
Designations

View on SEC IAPD

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J.P. MORGAN SECURITIES LLC
U.S. BANCORP ADVISORS, LLC
LPL FINANCIAL LLC
KESTRA ADVISORY SERVICES, LLC
CITIGROUP GLOBAL MARKETS INC.

Other Investors

JAY DEE COURTNEY
MARK ANTHONY MILLER
GENE STEVEN GURLEY
HARRISON TATE BENEDICT
Andres I Polanco
Benjamin Hopper
Michael P Seibert
Justin Montanari

Other Offices

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · IRVING, TX
GIBRALTAR CAPITAL MANAGEMENT, INC. · IRVING, TX
EDWARD JONES · IRVING, TX
EDWARD JONES · IRVING, TX
J.P. MORGAN SECURITIES LLC · IRVING, TX
U.S. BANCORP ADVISORS, LLC · Irving, TX
LPL FINANCIAL LLC · IRVING, TX
KESTRA ADVISORY SERVICES, LLC · IRVING, TX

More in Irving, TX

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