Christopher Moulton

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

• 04/2015 → 08/2020
  Citizens Bank
  Mechanicsburg, PA
• 04/2015 → 08/2020
  Citizens Securities, Inc
  Mechanicburg, PA
• 02/2021 → 03/2022
  Edward Jones
  St Louis, MO
• 10/2020 → 01/2021
  The Carney Group
  Blue Bell, PA
• 08/2020 → 10/2020
  Unemployed
  Mechanicsburg, PA
• 06/2022 → Present
  Fidelity Investments
  Mechanicsburg, PA
• 03/2022 → 06/2022
  Unemployed
  Mechanicsburg, PA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-08-26 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Mechanicsburg, PA
• 2021-02-02 → 2022-03-31
  Edward Jones
  Mechanicsburg, PA
  Camp Hill, PA
  Mechanicsburg, PA
  St Louis, MO
  Carlisle, PA
• 2016-10-06 → 2020-08-07
  Citizens Securities, Inc.
  Mechanicsburg, PA
  Fairlawn, OH
  Monroeville, PA
  Middletown, PA
  Monroeville, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-10-06
• S63 Uniform Securities Agent State Law Examination
  2008-10-22

Other Names

• Christopher Moulton
• Christopher John Moulton
• Chris Moulton
• Christopher J Moulton