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Christopher Lawrence Isao Koyama

Strategic Advisers LLC

Campbell, CA

San Jose, 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_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

851 East Hamilton Ave Ste 100, Campbell, CA 95008-0600 • United States

San Jose, CA • 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
Bancwest Investment Services Palo Alto CA 06/2015 05/2018
Bank Of The West Palo Alto CA 06/2015 05/2018
E*Trade Securities Llc Palo Alto CA 05/2018 01/2021
E*Trade Capital Management Llc Palo Alto CA 05/2018 01/2021
E*Trade Securities Llc Menlo Park CA 01/2021 09/2021
E*Trade Capital Management Llc Menlo Park CA 01/2021 09/2021
Fidelity Investments Campbell CA 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2015 → 05/2018
    Bancwest Investment Services
    Palo Alto, CA
  • 06/2015 → 05/2018
    Bank Of The West
    Palo Alto, CA
  • 05/2018 → 01/2021
    E*Trade Securities Llc
    Palo Alto, CA
  • 05/2018 → 01/2021
    E*Trade Capital Management Llc
    Palo Alto, CA
  • 01/2021 → 09/2021
    E*Trade Securities Llc
    Menlo Park, CA
  • 01/2021 → 09/2021
    E*Trade Capital Management Llc
    Menlo Park, CA
  • 09/2021 → Present
    Fidelity Investments
    Campbell, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-10-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Campbell, CA
  • 2018-05-24 → 2021-09-22
    Harrisdirect Llc
    Palo Alto, CA
    Arlington, VA
    Menlo Park, CA
  • 2016-04-29 → 2018-05-24
    Bancwest Investment Services, Inc.
    Palo Alto, CA
    Palo Alto, CA
    San Jose, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-04-28
  • S66 Uniform Combined State Law Examination
    2016-04-28
Other Names
  • Chris Koyama
  • Christopher Lawrence Isao Koyama
  • Christopher L Koyama

View on SEC IAPD

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FELLOWS FUND MANAGEMENT LLC
MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC

Other Investors

CHIOU-PYING CHENG
ANTONIO JOSE DEL CASTILLO
TOMOKO KOYAMA
LAN JIN
RICHARD ABARCA
DAVID WEI-JENG CHEN
RASHMINA LALANI
DAVID NGUYEN

Other Offices

MONTAGE CAPITAL · CAMPBELL, CA
LPL FINANCIAL LLC · CAMPBELL, CA
BEACON POINTE ADVISORS, LLC · CAMPBELL, CA
CETERA INVESTMENT ADVISERS LLC · CAMPBELL, CA
PRIVATE ADVISOR GROUP, LLC · Campbell, CA
BEACON POINTE ADVISORS, LLC · Campbell, CA
BEACON POINTE ADVISORS, LLC · Campbell, CA
BEACON POINTE ADVISORS, LLC · Campbell, CA

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