Christopher Robert Lombardi

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

• 09/2022 → Present
  Fidelity Investments
  Smithfield, RI
• 09/2018 → 05/2022
  University Of Rhode Island
  South Kingston, RI
• 05/2021 → 08/2021
  Shoreline Pools
  Stanford, CT
• 01/2021 → 05/2021
  University Of Rhode Island
  South Kingston, RI
• 06/2019 → 08/2019
  Akela Contracting
  New York City, NY
• 06/2018 → 08/2018
  Civetta Cousins
  New York City, NY
• 06/2017 → 08/2017
  Dicicco And Sons
  Larchmont, NY
• 09/2014 → 06/2018
  Mamaroneck High School
  Mamaroneck, NY
• 05/2022 → 09/2022
  Unemployed
  Mamaroneck, NY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-02-29 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Smithfield, RI

Exams

• S66 Uniform Combined State Law Examination
  2024-02-16
• S63 Uniform Securities Agent State Law Examination
  2023-02-10

Other Names

• Christopher Robert Lombardi
• Christopher Lombardi