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Christopher Chong

Strategic Advisers LLC

Orlando, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Orlando, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wachovia Bank, N.A. Orlando FL 06/2008 01/2022
Wells Fargo Advisors Llc Orlando FL 05/2009 11/2016
Wells Fargo Clearing Services, Llc Orlando FL 11/2016 01/2022
Fidelity Investments Jacksonville FL 01/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2008 → 01/2022
    Wachovia Bank, N.A.
    Orlando, FL
  • 05/2009 → 11/2016
    Wells Fargo Advisors Llc
    Orlando, FL
  • 11/2016 → 01/2022
    Wells Fargo Clearing Services, Llc
    Orlando, FL
  • 01/2022 → Present
    Fidelity Investments
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-06-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Orlando, FL
  • 2021-08-13 → 2022-01-13
    Wells Fargo Clearing Services, Llc
    Orlando, FL
    Orlando, FL
    Winter Springs, FL
    Orlando, FL
    Orlando, FL
    Orlando, FL
Other Businesses

OBA-108186|OrgNmn:Iron Age Fitness LLC|Org Addr:Orlando,Florida,US|OBA Nature:Fitness Apparel |Invst Rel:N|Title:Sole Proprietor|Duties:Designing clothing|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|OBA-127871|OrgNmn:Nexus Knickknacks LLC|Org Addr:Orlando,Florida,US|OBA Nature:Cell phone accessories|Invst Rel:N|Title:Sole Proprietor|Duties:Selling and shipping cell phone accessories|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-12
S63 Uniform Securities Agent State Law Examination 2008-07-23
  • S66 Uniform Combined State Law Examination
    2021-08-12
  • S63 Uniform Securities Agent State Law Examination
    2008-07-23

View on SEC IAPD

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