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Christoph Chavez

Strategic Advisers LLC

Torrance, CA

Torrance, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Torrance, CA • United States

21701 Hawthorne Blvd, Torrance, CA 90503-7001 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Van Nuys CA 02/2016 08/2021
Bank Of America, N.A. Van Nuys CA 02/2016 08/2021
Fidelity Investments Torrance CA 08/2021 Present
Fidelity Investments Boston MA 03/2025 Present
Previous Registrations
  • 2021-10-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Torrance, CA
  • 2016-03-01 → 2021-08-09
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Van Nuys, CA
    Burbank, CA
    Burbank, CA
    Los Angeles, CA
    Los Angeles, CA
    Burbank, CA
    Burbank, CA
    Los Angeles, CA
    Burbank, CA
  • 2011-11-17 → 2016-02-26
    Msi Financial Services, Inc.
    Brea, CA
Other Businesses

OBA-98780|OrgNmn:ChrisinSoCal|Org Addr:Torrance,California,US|OBA Nature:Youtube Channel|Invst Rel:N|Title:Content Creator|Duties:Create coin collecting content at my leisure|StrtDt:03-01-07|TotHrs/mon:6|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-10-28
  • S66 Uniform Combined State Law Examination
    2011-10-28
Other Names
  • Christopher Chavez
  • Christopher Andre Chavez
  • Christoph Andre Chavez
  • Christoph Chavez

View on SEC IAPD

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