Christopher Spellman

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

• 06/2022 → Present
  Fidelity Investments
  Boston, MA
• 02/2022 → 05/2022
  Applebee'S International, Inc.
  Hadley, MA
• 06/2021 → 08/2021
  Fidelity Investments
  Boston, MA
• 07/2020 → 08/2020
  Ics Plant Specialists
  West Bridgewater, MA
• 01/2019 → 05/2020
  Lowe'S Home Improvement
  Pembroke, MA
• 09/2019 → 11/2019
  Auxiliary Enterprises - Umass Dining
  Amherst, MA
• 12/2019 → 01/2020
  Ubs Financial Services
  Rockland, MA
• 07/2017 → 12/2018
  Mother Anna'S Restaurant And Bar
  Pembroke, MA
• 07/2012 → 06/2017
  Unemployed
  Pembroke, MA
• 01/2019 → 08/2019
  Unemployed
  Pembroke, MA
• 09/2020 → 05/2021
  Unemployed
  Pembroke, MA
• 09/2021 → 01/2022
  Unemployed
  Pembroke, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-12-06 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Hingham, MA

Exams

• S66 Uniform Combined State Law Examination
  2023-07-03
• S63 Uniform Securities Agent State Law Examination
  2022-09-02

Other Names

• Christopher Markey Spellman
• Christopher Spellman