Best Investors Account Sign in

Christopher Wren

Strategic Advisers LLC

Westlake, TX

Fort Worth, TX

Claim This Profile
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

One Destiny Way, Westlake, TX 76262-8103 • United States

Fort Worth, TX • 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
Charles Schwab & Co., Inc. Westlake TX 07/2019 03/2021
Torchy's Tacos Lubbock TX 08/2016 10/2018
Txp Capitol Llc Lubbock TX 11/2018 01/2019
Texas Tech University Lubbock TX 08/2013 05/2018
Unemployed Wimberley TX 01/2019 07/2019
Fidelity Investments Fort Worth TX 04/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2019 → 03/2021
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 08/2016 → 10/2018
    Torchy's Tacos
    Lubbock, TX
  • 11/2018 → 01/2019
    Txp Capitol Llc
    Lubbock, TX
  • 08/2013 → 05/2018
    Texas Tech University
    Lubbock, TX
  • 01/2019 → 07/2019
    Unemployed
    Wimberley, TX
  • 04/2021 → Present
    Fidelity Investments
    Fort Worth, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-03-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-05
S63 Uniform Securities Agent State Law Examination 2020-05-13
  • S66 Uniform Combined State Law Examination
    2022-03-05
  • S63 Uniform Securities Agent State Law Examination
    2020-05-13
Other Names
  • Chris Wren
  • Christopher Lynn Wren
  • Christopher Wren

View on SEC IAPD

Other Firms

FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
ADVISOR RESOURCE COUNCIL
CHARLES SCHWAB & CO., INC.
SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX
CHARLES SCHWAB & CO., INC. · Westlake, TX

More in Westlake, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor