Best Investors Account Sign in

Christian Call Kimball

Strategic Advisers LLC

Orinda, CA

San Francisco, CA

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Orinda, CA • United States

44 Montgomery St Ste 2350, San Francisco, CA 94104-4710 • 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
Fidelity Brokerage Services, Inc. Palo Alto CA 12/1993 Present
Strategic Advisors Inc Boston MA 08/1997 Present
Fidelity Personal Trust Fsb Boston MA 07/2004 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/1993 → Present
    Fidelity Brokerage Services, Inc.
    Palo Alto, CA
  • 08/1997 → Present
    Strategic Advisors Inc
    Boston, MA
  • 07/2004 → Present
    Fidelity Personal Trust Fsb
    Boston, MA
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    San Francisco, CA
    Orinda, CA
  • 1997-08-18 → 2018-07-13
    Strategic Advisers Llc
    San Francisco, CA
    Palo Alto, CA
    Walnut Creek, CA
    San Francisco, CA
    San Francisco, CA
  • 2004-07-06 → 2007-03-28
    Fidelity Personal Trust Company, Fsb
    Boston, MA
Other Businesses

OBA-5345|OrgNmn:Oil and Gas Interest|Org Addr:San Franci,California,US|OBA Nature:Ownership of rights to a prope|Invst Rel:Y|Title:no title|Duties:none|StrtDt:03-23-15|TotHrs/mon:0.1|TrdHrs/mon:0.1|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-05-27
S63 Uniform Securities Agent State Law Examination 1994-02-22
  • S66 Uniform Combined State Law Examination
    2005-05-27
  • S63 Uniform Securities Agent State Law Examination
    1994-02-22

View on SEC IAPD

More in Orinda, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor