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Christopher Menzel

Strategic Advisers LLC

Hoboken, NJ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Hoboken, NJ • 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 Pennington NJ 01/2015 04/2020
Bank Of America, N.A. Pennington NJ 03/2015 04/2020
E*Trade Securities Llc New York NY 04/2020 02/2021
E*Trade Capital Management Llc New York NY 04/2020 02/2021
Unemployed Basking Ridge NJ 02/2021 06/2021
Fidelity Investments Merrimack NH 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2015 → 04/2020
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Pennington, NJ
  • 03/2015 → 04/2020
    Bank Of America, N.A.
    Pennington, NJ
  • 04/2020 → 02/2021
    E*Trade Securities Llc
    New York, NY
  • 04/2020 → 02/2021
    E*Trade Capital Management Llc
    New York, NY
  • 02/2021 → 06/2021
    Unemployed
    Basking Ridge, NJ
  • 06/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-08-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Hoboken, NJ
    Basking Ridge, NJ
  • 2020-05-05 → 2021-03-10
    Harrisdirect Llc
    Arlington, VA
    New York, NY
    New York, NY
  • 2015-04-21 → 2020-05-04
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Pennington, NJ
    Pennington, NJ
Other Businesses

OBA-125453|OrgNmn:Rover|Org Addr:Hoboken,New Jersey,US|OBA Nature:Dog Walking|Invst Rel:N|Title:Independent Contractor|Duties:None|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-04-17
  • S66 Uniform Combined State Law Examination
    2015-04-17
Other Names
  • Christopher Anthony Menzel
  • Christopher Menzel

View on SEC IAPD

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