Kristopher Warner Matheson

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

• 04/2022 → 03/2024
  Charles Schwab And Co., Inc.
  Nashville, TN
• 03/2024 → Present
  Fidelity Investments
  Franklin, TN
• 01/2022 → 03/2024
  Td Ameritrade
  Nashville, TN
• 03/2016 → 05/2018
  Fidelity Brokerage Services Llc
  Sacramento, CA
• 05/2018 → 01/2022
  Fidelity Brokerage Services Llc
  Sacramento, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-04-03 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Franklin, TN
• 2022-04-12 → 2024-03-01
  Charles Schwab & Co., Inc.
  Nashville, TN
• 2022-01-24 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Nashville, TN
• 2022-01-24 → 2022-10-14
  Td Ameritrade, Inc.
  Nashville, TN
• 2018-07-13 → 2022-01-12
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2014-08-26 → 2018-07-13
  Strategic Advisers Llc
  Sacramento, CA
• 2010-06-07 → 2014-08-08
  Morgan Stanley
  Auburn, CA
  Roseville, CA

Other Businesses

OBA-107343|OrgNmn:Trinity Yardscapes |Org Addr:Thompsons ,Tennessee,US|OBA Nature:This is a construction busines|Invst Rel:N|Title:Business owner or member|Duties:I am a member in the partnership. We have zero current projects. When we do we have no employees and all work is subcontracted. My role is |StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2010-06-04

Designations

• Certified Financial Planner

Other Names

• Kristopher Warner Weiss
• Kristopher Warner Matheson
• Kristopher W Matheson