Christopher L. Mullen

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

• 10/2017 → Present
  Fidelity Brokerage Services, Llc
  Westlake, TX
• 03/2017 → 09/2017
  Jc Roofing Inc
  Fort Worth, TX
• 12/2016 → 03/2017
  New Western Acquisitions
  Fort Worth, TX
• 10/2013 → 10/2016
  Sewell Infiniti Of Fort Worth
  Fort Worth, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2019-12-20 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2019-12-11
• S63 Uniform Securities Agent State Law Examination
  2018-01-24

Other Names

• Christopher Lyn Mullen
• Christopher Mullen