Christian Azalde
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 InvestmentsJun 2021 to now
- Howroyd Wright Employment Agency Eagle Community Credit UnionDec 2020 to May 2021
- Bronco FoundationNov 2019 to May 2020
- N26Sep 2019 to Jan 2020
- California State Polytechnic University PomonaAug 2019 to May 2021
- Brainy ActzSep 2018 to May 2019
- Nekter Juice BarSep 2017 to May 2018
- Irvine Valley CollegeAug 2017 to Aug 2019
- Santa Margarita Catholic HighschoolAug 2013 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7394219
- Firm CRD
- 104555