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Christopher Mishler

Strategic Advisers LLC

New Britain, CT

West Hartford, CT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

New Britain, CT • United States

29 S Main Street Ste A02 Town Center, West Hartford, CT 06107-4211 • 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
University Of Rhode Island South Kingstown RI 01/2016 05/2017
University Of Connecticut Storrs CT 08/2017 12/2018
P.F. Changs China Bistro Farmington CT 05/2016 08/2020
Dunkin Donuts Narragansett RI 01/2017 06/2017
Foresters Financial Services, Inc. North Haven CT 05/2018 08/2018
Tauber Asset Management Glastonbury CT 01/2019 06/2019
Infinex Financial Group Meriden CT 02/2020 10/2021
Charles Schwab & Co., Inc. West Hartford CT 10/2021 01/2023
Charles Schwab Bank, Ssb West Hartford CT 10/2021 01/2023
Fidelity Investments West Hartford CT 02/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2016 → 05/2017
    University Of Rhode Island
    South Kingstown, RI
  • 08/2017 → 12/2018
    University Of Connecticut
    Storrs, CT
  • 05/2016 → 08/2020
    P.F. Changs China Bistro
    Farmington, CT
  • 01/2017 → 06/2017
    Dunkin Donuts
    Narragansett, RI
  • 05/2018 → 08/2018
    Foresters Financial Services, Inc.
    North Haven, CT
  • 01/2019 → 06/2019
    Tauber Asset Management
    Glastonbury, CT
  • 02/2020 → 10/2021
    Infinex Financial Group
    Meriden, CT
  • 10/2021 → 01/2023
    Charles Schwab & Co., Inc.
    West Hartford, CT
  • 10/2021 → 01/2023
    Charles Schwab Bank, Ssb
    West Hartford, CT
  • 02/2023 → Present
    Fidelity Investments
    West Hartford, CT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-127864|OrgNmn:Paddletek Pickleball Affiliate Program|Org Addr:Niles,Michigan,US|OBA Nature:Paddletek Pickleball has accep|Invst Rel:N|Title:Independent Contractor|Duties:No expectations of sales is required. |StrtDt:02-27-26|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-05
  • S66 Uniform Combined State Law Examination
    2021-04-05
Other Names
  • Christopher Mishler
  • Christopher Adam Mishler
  • Chris Mishler

View on SEC IAPD

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