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Christopher Plasencia

Strategic Advisers LLC

St Augustine, FL

Jacksonville, FL

CRD 7599078

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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
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

St Augustine, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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
Fidelity Investments Jacksonville FL 07/2022 Present
Adt Solar Jacksonville FL 02/2022 07/2022
Momentum Solar Jacksonville FL 11/2021 02/2022
Cplasencia Llc Saint Augustine FL 04/2021 11/2021
Publix Supermarkets Jacksonville FL 12/2007 04/2021
Fidelity Investments Boston MA 03/2025 Present
  • 07/2022 → Present
    Fidelity Investments
    Jacksonville, FL
  • 02/2022 → 07/2022
    Adt Solar
    Jacksonville, FL
  • 11/2021 → 02/2022
    Momentum Solar
    Jacksonville, FL
  • 04/2021 → 11/2021
    Cplasencia Llc
    Saint Augustine, FL
  • 12/2007 → 04/2021
    Publix Supermarkets
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-21
S63 Uniform Securities Agent State Law Examination 2022-11-07
  • S66 Uniform Combined State Law Examination
    2023-04-21
  • S63 Uniform Securities Agent State Law Examination
    2022-11-07
Other Names
  • Christopher Carl Plasencia
  • Christopher Plasencia

View on SEC IAPD

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