Best Investors Account Sign in

Chris Gould

Strategic Advisers LLC

Mineola, NY

Garden City, NY

CRD 6535648

Claim This Profile
Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Mineola, NY • United States

1130 Franklin Avenue, Garden City, NY 11530-1687 • 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
Fidelity Brokerage Services Llc Garden City NY 01/2016 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2016 → Present
    Fidelity Brokerage Services Llc
    Garden City, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-07-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Garden City, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-08-26
  • S63 Uniform Securities Agent State Law Examination
    2016-08-26
Designations
  • Certified Financial Planner
Other Names
  • Christopher Gould
  • Christopher Stephen Gould
  • Chris Stephen Gould

View on SEC IAPD

More in Mineola, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor