Christopher Overton

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2020 → 01/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pepper Pike, OH
• 01/2018 → 01/2019
  Pnc Bank
  Woodmere, OH
• 01/2019 → 05/2020
  Citizens Bank
  Solon, OH
• 04/2017 → 09/2017
  Cleveland Cavaliers
  Cleveland, OH
• 08/2009 → 09/2019
  Full-Time Student
  Cleveland, OH
• 02/2017 → 03/2017
  La Fitness
  Cleveland, OH
• 03/2017 → 05/2017
  Oasis
  Richmond Heights, OH
• 01/2015 → 12/2016
  Indiana State University
  Terre Haute, IN
• 08/2017 → 08/2019
  John Carroll University
  Cleveland, OH
• 07/2020 → 01/2022
  Bank Of America, N.A.
  Pepper Pike, OH
• 01/2022 → Present
  Fidelity Invetsments
  Covington, KY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-04-29 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Parma Heights, OH
  Charlotte, NC
• 2020-09-01 → 2022-01-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pepper Pike, OH
  New York, NY

Other Businesses

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Exams

• S66 Uniform Combined State Law Examination
  2020-08-28

Other Names

• Christopher Overton
• Christopher Deshon Overton