Christopher Stephen O'dell

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:

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

NY RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Pittsford, NY • United States

2780 Monroe Ave Suite 201, Rochester, NY 14618-4139 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Ameriprise Financial Services, Inc.	Rochester	NY	06/2014	08/2019
Fidelity Brokerage Services Llc	Rochester	NY	08/2019	Present
Fidelity Investments	Boston	MA	03/2025	Present

06/2014 → 08/2019

Ameriprise Financial Services, Inc.

Rochester, NY
08/2019 → Present

Fidelity Brokerage Services Llc

Rochester, NY
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-07-08 → 2025-03-31

Fidelity Personal And Workplace Advisors

Rochester, NY
2011-01-18 → 2012-05-09

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pittsford, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-07-30

S66 Uniform Combined State Law Examination

2009-07-30

Designations

Certified Financial Planner

Other Names

Christopher Stephen O'DEll
Christopher Odell
Christopher O'DEll
Christopher Stephen Odell

View on SEC IAPD