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Christopher Chiu

Strategic Advisers LLC

Bayside, NY

CRD 7684921

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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
NY RA APPROVED 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31

Branch Locations

Bayside, NY • 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
Nypd New York NY 01/2013 12/2021
Target Port Washington NY 10/2022 12/2022
Uber Queens NY 04/2022 04/2022
Unemployed Bayside NY 01/2022 03/2022
Unemployed Bayside NY 05/2022 09/2022
Fidelity Investments Garden City NY 01/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2013 → 12/2021
    Nypd
    New York, NY
  • 10/2022 → 12/2022
    Target
    Port Washington, NY
  • 04/2022 → 04/2022
    Uber
    Queens, NY
  • 01/2022 → 03/2022
    Unemployed
    Bayside, NY
  • 05/2022 → 09/2022
    Unemployed
    Bayside, NY
  • 01/2023 → Present
    Fidelity Investments
    Garden City, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-05-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Garden City, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-04-26
S65 Uniform Investment Adviser Law Examination 2022-08-12
  • S63 Uniform Securities Agent State Law Examination
    2023-04-26
  • S65 Uniform Investment Adviser Law Examination
    2022-08-12

View on SEC IAPD

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