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Alyssa Christman

Strategic Advisers LLC

Reading, PA

Center Valley, PA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-11
PA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-12-11
  • PA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Reading, PA • United States

2945 Center Valley Pkwy Suite 311, Center Valley, PA 18034-9033 • 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
Wells Fargo Clearing Services, Llc Reading PA 11/2016 01/2018
Fidelity Investments Center Valley PA 09/2024 Present
Bank Of America, N.A. Wyomissing PA 10/2022 09/2024
Wells Fargo Advisors, Llc Reading PA 10/2014 11/2016
Merrill Lynch, Pierce, Fenner & Smith Incorporated Wyomissing PA 01/2018 10/2022
Fidelity Investments Boston MA 03/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-03-27
S63 Uniform Securities Agent State Law Examination 2015-02-16
  • S65 Uniform Investment Adviser Law Examination
    2018-03-27
  • S63 Uniform Securities Agent State Law Examination
    2015-02-16
Other Names
  • Alyssa Ann Kramer
  • Alyssa Ann Christman

View on SEC IAPD

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