Christopher G Doll

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

• 06/2016 → 11/2016
  Wells Fargo Advisors Llc.
  Westfield, NJ
• 11/2016 → 06/2021
  Wells Fargo Clearing Services, Llc
  Westfield, NJ
• 06/2021 → Present
  Fidelity Investments
  Linden, NJ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-09-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Linden, NJ
• 2016-08-17 → 2020-11-05
  Wells Fargo Clearing Services, Llc
  Westfield, NJ

Exams

• S66 Uniform Combined State Law Examination
  2016-08-16
• S65 Uniform Investment Adviser Law Examination
  1998-03-10
• S63 Uniform Securities Agent State Law Examination
  1998-03-04

Other Names

• Christopher Garfield Doll
• Christopher Doll