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Christopher M. Berben

Strategic Advisers LLC

Covington, KY

Cleveland, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-03-31
TX RA APPROVED 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

Cleveland, 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
Pruco Securities, Llc Mayfield Heights OH 07/2018 09/2018
Unemployed Lakewood OH 04/2015 07/2018
Eileen Burkhart & Co., Llc Cleveland Heights OH 09/2018 10/2021
Commonwealth Financial Network Waltham MA 09/2018 10/2021
Clearstead Advisors Cleveland OH 10/2021 11/2023
Fidelity Investments Avon Lake OH 11/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2018 → 09/2018
    Pruco Securities, Llc
    Mayfield Heights, OH
  • 04/2015 → 07/2018
    Unemployed
    Lakewood, OH
  • 09/2018 → 10/2021
    Eileen Burkhart & Co., Llc
    Cleveland Heights, OH
  • 09/2018 → 10/2021
    Commonwealth Financial Network
    Waltham, MA
  • 10/2021 → 11/2023
    Clearstead Advisors
    Cleveland, OH
  • 11/2023 → Present
    Fidelity Investments
    Avon Lake, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-05
S63 Uniform Securities Agent State Law Examination 2010-10-22
  • S66 Uniform Combined State Law Examination
    2023-12-05
  • S63 Uniform Securities Agent State Law Examination
    2010-10-22
Designations
Other Names
  • Chris M Berben
  • Christopher M Berben
  • Christopher M Berben
  • Christopher Michael Berben

View on SEC IAPD

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