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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Flower Mound, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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
Morgan Stanley Temple Terrace FL 06/2020 01/2021
Brown & Brown Tampa FL 01/2019 05/2020
Proforma Tampa FL 10/2018 01/2019
University Of Tampa Tampa FL 08/2017 10/2018
St. Matthew'S Feed & Seed Louisville KY 03/2017 08/2017
Vector Marketing Louisville KY 06/2018 10/2018
Ups Louisville KY 01/2017 01/2017
St. Xavier High School Louisville KY 08/2013 05/2017
Unemployed Tampa FL 01/2021 05/2021
Fidelity Investments Westlake TX 05/2021 07/2022
Fidelity Medicare Service Westlake TX 07/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2020 → 01/2021
    Morgan Stanley
    Temple Terrace, FL
  • 01/2019 → 05/2020
    Brown & Brown
    Tampa, FL
  • 10/2018 → 01/2019
    Proforma
    Tampa, FL
  • 08/2017 → 10/2018
    University Of Tampa
    Tampa, FL
  • 03/2017 → 08/2017
    St. Matthew'S Feed & Seed
    Louisville, KY
  • 06/2018 → 10/2018
    Vector Marketing
    Louisville, KY
  • 01/2017 → 01/2017
    Ups
    Louisville, KY
  • 08/2013 → 05/2017
    St. Xavier High School
    Louisville, KY
  • 01/2021 → 05/2021
    Unemployed
    Tampa, FL
  • 05/2021 → 07/2022
    Fidelity Investments
    Westlake, TX
  • 07/2022 → Present
    Fidelity Medicare Service
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-06-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
    Lewisville, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-25
  • S66 Uniform Combined State Law Examination
    2024-04-25
Other Names
  • Christopher Kelley Eifler
  • Christopher Eifler

View on SEC IAPD

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