Christopher Kelley Eifler
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
1 stateRegistered 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 InvestmentsMar 2025 to now
- Fidelity Medicare ServiceJul 2022 to now
- Fidelity InvestmentsMay 2021 to Jul 2022
- UnemployedJan 2021 to May 2021
- Morgan StanleyJun 2020 to Jan 2021
- Brown & BrownJan 2019 to May 2020
- ProformaOct 2018 to Jan 2019
- Vector MarketingJun 2018 to Oct 2018
- University of TampaAug 2017 to Oct 2018
- ST. Matthew's Feed & SeedMar 2017 to Aug 2017
- UpsJan 2017 to Jan 2017
- ST. Xavier High SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 7244971
- Firm CRD
- 104555