Christiana E. Carlini

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

MD RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

7501 Wisconsin Ave Suites 150W & 700W, Bethesda, MD 20814-6519 • United States

Baltimore, MD • 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

Organization	City	State	From	To
Fidelity Brokerage Services Llc	Merrimack	NH	12/2015	Present
Fidelity Investments	Boston	MA	03/2025	Present

12/2015 → Present

Fidelity Brokerage Services Llc

Merrimack, NH
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2019-05-28 → 2025-03-31

Fidelity Personal And Workplace Advisors

Bethesda, MD

Other Businesses

OBA-126197|OrgNmn:Baltimore Orioles|Org Addr:Baltimore,Maryland,US|OBA Nature:Sports Team|Invst Rel:N|Title:Live Racing Hot Dog Performer|Duties:Mascot Appearances at baseball games and local community events|StrtDt:01-24-26|TotHrs/mon:20|TrdHrs/mon:0|

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-04-18
S63	Uniform Securities Agent State Law Examination	2016-01-27

S65 Uniform Investment Adviser Law Examination

2019-04-18
S63 Uniform Securities Agent State Law Examination

2016-01-27

Other Names

Christiana Eden Carlini

View on SEC IAPD

Other Firms

BLUE SPARROW FUNDS GP LLC

KALAMATA ASSET MANAGEMENT LLC

GLASSY MOUNTAIN ADVISORS, INC.

NOORDZEE CAPITAL LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

HIGHTOWER ADVISORS, LLC

GOLDEN WEALTH STRATEGIES

Other Investors

Brian Craig Luts

DAVID MICHAEL GREENLEIGH

JAMIE LYNN BIGSBY

Brian Hawthorne-Codato

William K McCaffrey

ALEXANDER SIDNEY JOHANNES LEVY

FREDERICK THOMAS TURNER

Other Offices

LGG FINANCIAL · BETHESDA, MD

BLUE SPARROW FUNDS GP LLC · BETHESDA, MD

KALAMATA ASSET MANAGEMENT LLC · BETHESDA, MD

GLASSY MOUNTAIN ADVISORS, INC. · BETHESDA, MD

NOORDZEE CAPITAL LLC · BETHESDA, MD

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BETHESDA, MD

HIGHTOWER ADVISORS, LLC · BETHESDA, MD

GOLDEN WEALTH STRATEGIES · Bethesda, MD

More in Bethesda, MD

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