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Christopher J. Ruppel

Strategic Advisers LLC

Ocala, FL

The Villages, FL

CRD 6615370

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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
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Ocala, FL • United States

1057 Lake Sumter Landing, The Villages, FL 32162-2698 • 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 Jacksonville FL 02/2016 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2016 → Present
    Fidelity Brokerage Services, Llc
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-11-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Other Businesses

OBA-15402|OrgNmn:My music band.|Org Addr:Ocala,Florida,US|OBA Nature:We will play music at both pai|Invst Rel:N|Title:Band member.|Duties:We will play music at venues, sell music online as well as records and shirts.|StrtDt:06-15-20|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-19
S63 Uniform Securities Agent State Law Examination 2016-04-02
  • S66 Uniform Combined State Law Examination
    2018-09-19
  • S63 Uniform Securities Agent State Law Examination
    2016-04-02
Other Names
  • Christopher John Ruppel

View on SEC IAPD

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