Christopher Kim

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

• 08/2011 → 08/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Diego, CA
• 08/2011 → 08/2021
  Bank Of America, N.A.
  San Diego, CA
• 09/2021 → Present
  Fidelity Investments
  Pasadena, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-10-07 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Pasadena, CA
• 2017-05-30 → 2021-08-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Diego, CA
  Poway, CA
  Poway, CA
  San Diego, CA
  Hollywood, CA
  Burbank, CA
  Los Angeles, CA
  Beverly Hills, CA

Exams

• S66 Uniform Combined State Law Examination
  2017-05-29

Designations

• Certified Financial Planner

Other Names

• Christopher C Kim