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Christian Potthoff

Strategic Advisers LLC

Chesterfield, MO

CRD 6784684

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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
MO RA APPROVED 2026-02-02
TX RA APPROVED 2026-02-02
  • MO RA
    APPROVED
    Since 2026-02-02
  • TX RA
    APPROVED
    Since 2026-02-02

Branch Locations

Chesterfield, MO • 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
Wells Fargo Clearing Services Llc St.LOuis MO 01/2022 12/2024
Digital Intelligence Systems Llc Mclean VA 07/2021 12/2025
North Inc St. Louis MO 05/2021 06/2021
Eunited St. Louis MO 01/2019 10/2020
Cintas Columbia MO 07/2018 11/2018
Northwestern Mutual Clayton MO 05/2017 09/2017
University Of Missouri - Columbia Columbia MO 08/2014 12/2018
Unemployed Columbia MO 10/2017 06/2018
Unemployed St. Louis MO 11/2020 04/2021
Fidelity Investments Jefferson City MO 12/2025 Present
  • 01/2022 → 12/2024
    Wells Fargo Clearing Services Llc
    St.LOuis, MO
  • 07/2021 → 12/2025
    Digital Intelligence Systems Llc
    Mclean, VA
  • 05/2021 → 06/2021
    North Inc
    St. Louis, MO
  • 01/2019 → 10/2020
    Eunited
    St. Louis, MO
  • 07/2018 → 11/2018
    Cintas
    Columbia, MO
  • 05/2017 → 09/2017
    Northwestern Mutual
    Clayton, MO
  • 08/2014 → 12/2018
    University Of Missouri - Columbia
    Columbia, MO
  • 10/2017 → 06/2018
    Unemployed
    Columbia, MO
  • 11/2020 → 04/2021
    Unemployed
    St. Louis, MO
  • 12/2025 → Present
    Fidelity Investments
    Jefferson City, MO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-05
  • S66 Uniform Combined State Law Examination
    2021-11-05
Other Names
  • Christian Robert Potthoff

View on SEC IAPD

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