Christopher Grote

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

• 02/2022 → 05/2023
  Bj'S Brewhouse
  Cincinnati, OH
• 06/2024 → 09/2024
  Unemployed
  Cincinnati, OH
• 05/2023 → 06/2024
  Equitable Advisors, Llc
  New York, NY
• 12/2020 → 05/2021
  Full Time Student
  West Lafayette, IN
• 07/2021 → 12/2021
  R.W Baird
  Cincinnati, OH
• 08/2018 → 05/2019
  Purdue University
  West Lafayette, IN
• 08/2019 → 06/2020
  Purdue University
  West Lafayette, IN
• 05/2018 → 08/2018
  Grote Industries
  Madison, IN
• 05/2021 → 07/2021
  Unemployed
  Madison, IN
• 05/2019 → 08/2019
  Grote Industries
  Madison, IN
• 08/2016 → 05/2018
  Purdue University/ Shawe Memorial High-School
  West Lafayette/ Madison In, IN
• 07/2020 → 11/2020
  Rise On Chauncey
  West Lafayette, IN
• 01/2022 → 02/2022
  Unemployed
  Cincinnati, OH
• 09/2024 → Present
  Fidelity Investments
  Covington, KY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-01-08 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Covington, KY
  Cincinnati, OH

Exams

• S66 Uniform Combined State Law Examination
  2024-12-30
• S63 Uniform Securities Agent State Law Examination
  2023-04-18

Other Names

• Christopher J Grote