Christine Ann Meyer

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

• 12/2019 → 10/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Carmel, CA
• 07/2012 → 01/2019
  L&F Wood Llc., Boardhouse
  Gardena, CA
• 01/2019 → 04/2019
  Unemployed
  Gardena, CA
• 04/2019 → 10/2019
  Bak Festival, Inc. Grupo Flor
  Salinas, CA
• 10/2019 → 12/2019
  Unemployed
  Salinas, CA
• 02/2020 → 10/2021
  Bank Of America, N.A
  Carmel, CA
• 11/2021 → Present
  Fidelity Investments
  Walnut Creek, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-02-15 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Walnut Creek, CA
• 2020-12-04 → 2021-11-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Monterey, CA
  New York, NY

Other Businesses

OBA-115339|OrgNmn:Beyond Bowls|Org Addr:Danville,California,US|OBA Nature:Reselling dough bowls|Invst Rel:N|Title:Sole Proprietor|Duties:1st Sunday of every month- resell bowls at outdoor marketplace|StrtDt:12-18-24|TotHrs/mon:8|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2020-12-03

Other Names

• Christine Ann Kautzmann