Christopher Mishler
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Christopher Mishler? Claim your profile
Contact this firm
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 InvestmentsFeb 2023 to now
- Charles Schwab & Co., Inc.Oct 2021 to Jan 2023
- Charles Schwab Bank, SsbOct 2021 to Jan 2023
- Infinex Financial GroupFeb 2020 to Oct 2021
- Tauber Asset ManagementJan 2019 to Jun 2019
- Foresters Financial Services, Inc.May 2018 to Aug 2018
- University of ConnecticutAug 2017 to Dec 2018
- Dunkin DonutsJan 2017 to Jun 2017
- P.F. Changs China BistroMay 2016 to Aug 2020
- University of Rhode IslandJan 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 6961632
- Firm CRD
- 104555