Christopher M. Accola

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

• 07/2016 → 11/2016
  Modern Woodmen Of America
  Rock Island, IL
• 10/2016 → 11/2016
  Mwa Financial Services Inc
  Rock Island, IL
• 09/2013 → 09/2021
  Proficient Auto Mobile Mechanics
  Raleigh, NC
• 11/2016 → 02/2018
  Capital Financial Advisory Group
  Apex, NC
• 03/2018 → 02/2019
  Leith Audi Of Cary
  Cary, NC
• 02/2019 → 04/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Durham, NC
• 03/2019 → 04/2021
  Bank Of America, N.A.
  Durham, NC
• 04/2021 → 08/2021
  Fisher Investments
  Tampa, FL
• 09/2021 → Present
  Fidelity Investments
  Jacksonville, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-12-02 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
  Lutz, FL
• 2021-04-29 → 2021-08-12
  Fisher Investments
  Tampa, FL
  Plano, TX
• 2019-05-30 → 2021-04-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chapel Hill, NC
  New York, NY
  Fuquay Varina, NC
  Cary, NC
  Cary, NC

Other Businesses

OBA-63219|OrgNmn:Iron Horse Contractors |Org Addr:Raleigh,North Caro,US|OBA Nature:Contracting|Invst Rel:N|Title:Employee|Duties:I'm a strategy consultant for the company. I help with forecasting, projections, track spending, and consult on business decisions. I provide |StrtDt:08-01-19|TotHrs/mon:12|TrdHrs/mon:0|OBA-95835|OrgNmn:Rental Property NC|Org Addr:Raleigh,North Caro,US|OBA Nature:NC rental|Invst Rel:Y|Title:owner|Duties:light property discussions, no day to day|StrtDt:|TotHrs/mon:3|TrdHrs/mon:0|OBA-95834|OrgNmn:Rental properties FL|Org Addr:Lutz,Florida,US|OBA Nature:Rental property owned in Flori|Invst Rel:Y|Title:owner|Duties:None, have full property management|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|OBA-64468|OrgNmn:Proficient Auto Mobile Mechanics|Org Addr:Raleigh,North Caro,US|OBA Nature:Auto repair|Invst Rel:N|Title:Partner|Duties:Limited partner, no duties|StrtDt:11-17-21|TotHrs/mon:1|TrdHrs/mon:0|OBA-112097|OrgNmn:Accola Ventures LLC|Org Addr:Riviera Be,Florida,US|OBA Nature:LLC created for possible renta|Invst Rel:Y|Title:Partner|Duties:None|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2019-05-29

Other Names

• Christopher Mendell Accola
• Chris Accola
• Christopher M Accola