Christopher Lewis Finizio

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

• 01/2005 → 09/2016
  The Vanguard Group, Inc.
  Malvern, PA
• 09/2016 → 04/2021
  Finizio Inc.
  Springfield, PA
• 05/2021 → 07/2021
  Unemployed
  Springfield, PA
• 07/2021 → 11/2021
  The Vanguard Group, Inc.
  Malvern, PA
• 08/2017 → 05/2020
  West Chester University
  West Chester, PA
• 12/2021 → 01/2022
  Unemployed
  Springfield, PA
• 02/2022 → 05/2023
  The Vanguard Group, Inc.
  Malvern, PA
• 07/2023 → 11/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Media, PA
• 05/2023 → 06/2023
  M&T Bank
  Radnor, PA
• 01/2021 → 02/2021
  Nav Technologies Inc
  Draper, UT
• 11/2020 → 12/2020
  Emoney Advisor Llc
  Radnor, PA
• 05/2020 → 06/2020
  Us Electrical Services Inc
  Middletown, CT
• 08/2023 → 11/2023
  Bank Of America N.A.
  Media, PA
• 12/2023 → Present
  Fidelity Brokerage Services Llc
  Philadelphia, PA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-01-23 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Springfield, PA
• 2023-08-07 → 2023-11-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Media, PA
• 2022-03-03 → 2023-05-09
  Vanguard Advisers, Inc.
  Malvern, PA

Exams

• S66 Uniform Combined State Law Examination
  2021-12-23
• S63 Uniform Securities Agent State Law Examination
  2005-02-16

Other Names

• Christopher Lewis Welsch
• Christopher L Welsch
• Christopher L Finizio
• Christopher Lewis Finizio
• Chris Finizio
• Chris Welsch
• Chistopher Finizio
• Christopher Welsch