Christopher M. Accola
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsSep 2021 to now
- Fisher InvestmentsApr 2021 to Aug 2021
- Bank of America, N.A.Mar 2019 to Apr 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2019 to Apr 2021
- Leith Audi of CaryMar 2018 to Feb 2019
- Capital Financial Advisory GroupNov 2016 to Feb 2018
- Mwa Financial Services IncOct 2016 to Nov 2016
- Modern Woodmen of AmericaJul 2016 to Nov 2016
- Proficient Auto Mobile MechanicsSep 2013 to Sep 2021
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 6692611
- Firm CRD
- 104555