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Christopher Ryan Lewis

Strategic Advisers LLC

New York, NY

CRD 7260432

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

Branch Locations

New York, 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
Fidelity Investments Greenwood Village CO 05/2020 Present
Fidelity Investments Greenwood Village CO 06/2019 08/2019
University Of Colorado Boulder Boulder CO 08/2016 05/2020
Vesalius College Ixelles 01/2019 05/2019
Ameripark Walnut Creek CA 05/2018 01/2019
Office Max Walnut Creek CA 07/2017 08/2017
Unemployed Walnut Creek CA 05/2017 07/2017
Htc Engineers Walnut Creek CA 06/2016 08/2016
Walnut Creek Soccer Club Walnut Creek CA 05/2014 07/2016
Las Lomas High School Walnut Creek CA 08/2012 06/2016
Fidelity Investments Boston MA 03/2025 Present
  • 05/2020 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 06/2019 → 08/2019
    Fidelity Investments
    Greenwood Village, CO
  • 08/2016 → 05/2020
    University Of Colorado Boulder
    Boulder, CO
  • 01/2019 → 05/2019
    Vesalius College
    Ixelles
  • 05/2018 → 01/2019
    Ameripark
    Walnut Creek, CA
  • 07/2017 → 08/2017
    Office Max
    Walnut Creek, CA
  • 05/2017 → 07/2017
    Unemployed
    Walnut Creek, CA
  • 06/2016 → 08/2016
    Htc Engineers
    Walnut Creek, CA
  • 05/2014 → 07/2016
    Walnut Creek Soccer Club
    Walnut Creek, CA
  • 08/2012 → 06/2016
    Las Lomas High School
    Walnut Creek, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-06-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-02
S63 Uniform Securities Agent State Law Examination 2020-08-31
  • S66 Uniform Combined State Law Examination
    2021-06-02
  • S63 Uniform Securities Agent State Law Examination
    2020-08-31
Other Names
  • Chris Lewis
  • Christopher Ryan Lewis
  • Christopher Lewis

View on SEC IAPD

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