Christopher Lewis Finizio
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2025 to now
- Fidelity Brokerage Services LLCDec 2023 to now
- Bank of America N.A.Aug 2023 to Nov 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2023 to Nov 2023
- M&t BankMay 2023 to Jun 2023
- The Vanguard Group, Inc.Feb 2022 to May 2023
- UnemployedDec 2021 to Jan 2022
- The Vanguard Group, Inc.Jul 2021 to Nov 2021
- UnemployedMay 2021 to Jul 2021
- Nav Technologies IncJan 2021 to Feb 2021
- Emoney Advisor LLCNov 2020 to Dec 2020
- US Electrical Services IncMay 2020 to Jun 2020
- West Chester UniversityAug 2017 to May 2020
- Finizio Inc.Sep 2016 to Apr 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4905193
- Firm CRD
- 104555