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Christopher J Allen

Strategic Advisers LLC

Covington, KY

Cincinnati, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-03-31
OH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Cincinnati, OH • 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 Llc Covington KY 10/2022 Present
Westwood United Methodist Church Cincinnati OH 06/2019 10/2022
Triton Services Inc Mason OH 06/2018 06/2019
Oak Hills United Methodist Church Cincinnati OH 06/2017 10/2018
Spring Hill Church Of Christ Middletown OH 01/2016 06/2017
General Nutrition Center (Gnc) Cincinnati OH 08/2015 03/2019
Fidelity Investments Boston MA 03/2025 Present
  • 10/2022 → Present
    Fidelity Investments Llc
    Covington, KY
  • 06/2019 → 10/2022
    Westwood United Methodist Church
    Cincinnati, OH
  • 06/2018 → 06/2019
    Triton Services Inc
    Mason, OH
  • 06/2017 → 10/2018
    Oak Hills United Methodist Church
    Cincinnati, OH
  • 01/2016 → 06/2017
    Spring Hill Church Of Christ
    Middletown, OH
  • 08/2015 → 03/2019
    General Nutrition Center (Gnc)
    Cincinnati, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-10
  • S66 Uniform Combined State Law Examination
    2023-04-10
Other Names
  • Christopher Joel Allen

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY
PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mitchell, KY
ROBERT W. BAIRD & CO. INCORPORATED · Fort Wright, KY
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DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
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