Christopher J Barnes

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

• 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

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Commack, NY
  Lake Grove, NY
• 2016-12-06 → 2018-07-13
  Strategic Advisers Llc
  Greenwich, CT
• 2014-10-27 → 2016-10-27
  Northwestern Mutual Investment Services, Llc
  Melville, NY

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

• S66 Uniform Combined State Law Examination
  2016-11-29
• S63 Uniform Securities Agent State Law Examination
  2011-04-11

Designations

• Certified Financial Planner

Other Names

• Christopher John Barnes