Christopher Overton
Investment adviser representative at Strategic Advisers LLC
17 yearsExperience
1 stateRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Christopher Overton? 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
17 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2025 to now
- Fidelity InvetsmentsJan 2022 to now
- Bank of America, N.A.Jul 2020 to Jan 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2020 to Jan 2022
- Citizens BankJan 2019 to May 2020
- PNC BankJan 2018 to Jan 2019
- John Carroll UniversityAug 2017 to Aug 2019
- Cleveland CavaliersApr 2017 to Sep 2017
- OasisMar 2017 to May 2017
- La FitnessFeb 2017 to Mar 2017
- Indiana State UniversityJan 2015 to Dec 2016
- Full-time StudentAug 2009 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7256698
- Firm CRD
- 104555