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Christopher J Barnes

Strategic Advisers LLC

Lake Grove, NY

Commack, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-03-31
NY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CT RA
    APPROVED
    Since 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

142 New Moriches Road, Lake Grove, NY 11755-1300 • United States

Commack, NY • 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
Northwestern Mutual Investment Services, Llc Melville NY 02/2011 10/2016
Robert Kilroy Melville NY 01/2016 10/2016
Northwestern Mutual Wealth Management Company Milwaukee WI 03/2016 10/2016
Fidelity Brokerage Services Llc Greenwich CT 11/2016 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2011 → 10/2016
    Northwestern Mutual Investment Services, Llc
    Melville, NY
  • 01/2016 → 10/2016
    Robert Kilroy
    Melville, NY
  • 03/2016 → 10/2016
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 11/2016 → Present
    Fidelity Brokerage Services Llc
    Greenwich, CT
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-100064|OrgNmn:JLBS Properties I LLC|Org Addr:Princeton,New Jersey,US|OBA Nature:LLC-Rental Property|Invst Rel:Y|Title:Member|Duties:No obligations, just investment|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-11-29
S63 Uniform Securities Agent State Law Examination 2011-04-11
  • S66 Uniform Combined State Law Examination
    2016-11-29
  • S63 Uniform Securities Agent State Law Examination
    2011-04-11
Designations
Other Names
  • Christopher John Barnes

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
CHARLES SCHWAB & CO., INC.
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
EDWARD JONES
PENSION FUND EVALUATIONS, INC.
OSAIC WEALTH, INC.

Other Investors

JAMES RYAN ROSELLE
Stephen Carey
Danielle M DeMarco
Brett M. Heyder
Gregory Napolitano
Peter Steven Donahue
Nicholas Milvid
Brandon L DeRamo

Other Offices

J.P. MORGAN SECURITIES LLC · LAKE GROVE, NY
CHARLES SCHWAB & CO., INC. · Lake Grove, NY
WELLS FARGO CLEARING SERVICES, LLC · LAKE GROVE, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LAKE GROVE, NY
LPL FINANCIAL LLC · NESCONSET, NY
EDWARD JONES · ST JAMES, NY
PENSION FUND EVALUATIONS, INC. · CENTEREACH, NY
LPL FINANCIAL LLC · SMITHTOWN, NY

More in Lake Grove, NY

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