Chris Bostetter

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

• 02/2017 → 05/2018
  Fidelity Brokerage Services Llc
  Highland Park, IL
• 08/2015 → 01/2017
  Marketsource
  Niles, IL
• 05/2018 → 03/2021
  Tdameritrade
  Oakbrook, IL
• 03/2021 → 02/2022
  Unemployed
  Queen Creek, AZ
• 02/2022 → Present
  Fidelity Investments
  Chandler, AZ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-05-23 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Chandler, AZ
• 2018-06-05 → 2021-03-11
  Td Ameritrade, Inc.
  Oak Brook, IL
• 2018-06-05 → 2021-03-11
  Td Ameritrade Investment Management, Llc
  Oak Brook, IL
  Oak Brook, IL

Exams

• S66 Uniform Combined State Law Examination
  2018-02-12

Other Names

• Chris George Bostetter
• Chris Bostetter
• Chris G Bostetter