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Christian Fitzhugh

Strategic Advisers LLC

Durham, NC

Holly Springs, NC

CRD 5762930

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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

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

100 New Millennium Way, Durham, NC 27709-8204 • United States

Holly Springs, NC • 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
Capitol Securities Management Wilmington NC 10/2014 09/2016
Pathfinder Wealth Consulting Wilmington NC 09/2016 09/2017
Commonwealth Financial Network Waltham MA 09/2016 09/2017
Morgan Stanley Raleigh NC 01/2018 08/2021
Unemployed Southport NC 09/2017 01/2018
Fidelity Investments Durham NC 08/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2014 → 09/2016
    Capitol Securities Management
    Wilmington, NC
  • 09/2016 → 09/2017
    Pathfinder Wealth Consulting
    Wilmington, NC
  • 09/2016 → 09/2017
    Waltham, MA
  • 01/2018 → 08/2021
    Raleigh, NC
  • 09/2017 → 01/2018
    Unemployed
    Southport, NC
  • 08/2021 → Present
    Fidelity Investments
    Durham, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-05-07
S63 Uniform Securities Agent State Law Examination 2010-03-13
  • S65 Uniform Investment Adviser Law Examination
    2014-05-07
  • S63 Uniform Securities Agent State Law Examination
    2010-03-13
Designations
  • Certified Financial Planner
Other Names
  • Gray Fitzhugh
  • Christian Grayson Fitzhugh
  • Christian Fitzhugh

View on SEC IAPD

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