Christopher Paul Ugarte

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

• 09/2019 → 06/2020
  Edward Jones
  St Louis, MO
• 07/2019 → 09/2019
  Uber
  Jacksonville, FL
• 04/2019 → 07/2019
  Chicken Salad Chick
  Lady Lake, FL
• 06/2015 → 03/2019
  Texas Roadhouse
  Lady Lake, FL
• 08/2020 → Present
  Fidelity Investments
  Jacksonville, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-10-27 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
• 2019-12-02 → 2020-06-26
  Edward Jones
  St Louis, MO
  St Augustine, FL
  St. Augustine, FL
  St Augustine, FL

Other Businesses

OBA-129534|OrgNmn:Ugarte and the Echoes|Org Addr:Jacksonvil,Florida,US|OBA Nature:Music Production and Content|Invst Rel:N|Title:Sole Proprietor|Duties:This would be on my own time and separate from responsibilities to my role at Fidelity. It is self-paced releases of content that can be compl|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2019-11-22

Other Names

• Christopher Ugarte
• Christopher Paul Ugarte
• Chris Ugarte