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Christopher Vito Casey

Strategic Advisers LLC

Hopedale, MA

Smithfield, RI

CRD 7963501

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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
MA RA APPROVED 2025-11-26
RI RA APPROVED 2025-11-25
TX RA APPROVED 2025-11-25
  • MA RA
    APPROVED
    Since 2025-11-26
  • RI RA
    APPROVED
    Since 2025-11-25
  • TX RA
    APPROVED
    Since 2025-11-25

Branch Locations

Hopedale, MA • United States

900 Salem Street, Smithfield, RI 02917-1243 • 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
Student Amherst MA 09/2021 12/2021
Student Amherst MA 09/2022 12/2022
Unemployed Hopedale MA 12/2020 02/2021
Fidelity Investments Smithfield RI 07/2024 Present
Stop N' Shop Milford MA 06/2019 11/2019
Student Amherst MA 02/2021 06/2021
Student Amherst MA 09/2020 12/2020
Student Amherst MA 02/2022 05/2022
Student Amherst MA 02/2023 05/2023
Unemployed Hopedale MA 06/2020 09/2020
Student Hopedale MA 11/2019 06/2020
Dell Emc Franklin MA 06/2022 09/2022
Dell Emc Franklin MA 06/2021 09/2021
Student Hopedale MA 04/2014 06/2019
Unemployed Hopedale MA 12/2023 02/2024
Student -Amherst MA 02/2024 04/2024
Dell Emc Franklin MA 12/2021 02/2022
Student Amehrst MA 09/2023 12/2023
Unemployed Hopedale MA 04/2024 07/2024
Dell Emc Franklin MA 12/2022 02/2023
Rucker Investments Beverly MA 05/2023 09/2023
  • 09/2021 → 12/2021
    Student
    Amherst, MA
  • 09/2022 → 12/2022
    Student
    Amherst, MA
  • 12/2020 → 02/2021
    Unemployed
    Hopedale, MA
  • 07/2024 → Present
    Fidelity Investments
    Smithfield, RI
  • 06/2019 → 11/2019
    Stop N' Shop
    Milford, MA
  • 02/2021 → 06/2021
    Student
    Amherst, MA
  • 09/2020 → 12/2020
    Student
    Amherst, MA
  • 02/2022 → 05/2022
    Student
    Amherst, MA
  • 02/2023 → 05/2023
    Student
    Amherst, MA
  • 06/2020 → 09/2020
    Unemployed
    Hopedale, MA
  • 11/2019 → 06/2020
    Student
    Hopedale, MA
  • 06/2022 → 09/2022
    Dell Emc
    Franklin, MA
  • 06/2021 → 09/2021
    Dell Emc
    Franklin, MA
  • 04/2014 → 06/2019
    Student
    Hopedale, MA
  • 12/2023 → 02/2024
    Unemployed
    Hopedale, MA
  • 02/2024 → 04/2024
    Student
    -Amherst, MA
  • 12/2021 → 02/2022
    Dell Emc
    Franklin, MA
  • 09/2023 → 12/2023
    Student
    Amehrst, MA
  • 04/2024 → 07/2024
    Unemployed
    Hopedale, MA
  • 12/2022 → 02/2023
    Dell Emc
    Franklin, MA
  • 05/2023 → 09/2023
    Rucker Investments
    Beverly, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-21
S63 Uniform Securities Agent State Law Examination 2024-10-18
  • S66 Uniform Combined State Law Examination
    2025-11-21
  • S63 Uniform Securities Agent State Law Examination
    2024-10-18
Other Names
  • Christopher V Casey
  • Chris Casey V
  • Christopher Casey

View on SEC IAPD

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