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Christine Chase

Strategic Advisers LLC

Boston, MA

Boston, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

801 Boylston Street, Boston, MA 02116-2625 • United States

Boston, MA • 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 Boston MA 12/2017 Present
Veritude Boston MA 09/2017 11/2017
Fierce Beards Llc Deland FL 10/2016 11/2017
Persimmon Hollow Brewing Company Deland FL 09/2015 08/2017
St. Paul School/Archbishop Williams/Stetson University Cohasset MA 09/2001 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 12/2017 → Present
    Fidelity Brokerage Services Llc
    Boston, MA
  • 09/2017 → 11/2017
    Veritude
    Boston, MA
  • 10/2016 → 11/2017
    Fierce Beards Llc
    Deland, FL
  • 09/2015 → 08/2017
    Persimmon Hollow Brewing Company
    Deland, FL
  • 09/2001 → 05/2017
    St. Paul School/Archbishop Williams/Stetson University
    Cohasset, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-09-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-10-23
S63 Uniform Securities Agent State Law Examination 2018-02-23
  • S65 Uniform Investment Adviser Law Examination
    2018-10-23
  • S63 Uniform Securities Agent State Law Examination
    2018-02-23
Other Names
  • Christine Rose Chase
  • Christine Chase

View on SEC IAPD

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STEPHEN ELLSWORTH JOHNSON
CHRISTOPHER MICHAEL HAGAN
ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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