Christopher Grote
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
3 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsSep 2024 to now
- UnemployedJun 2024 to Sep 2024
- Equitable Advisors, LLCMay 2023 to Jun 2024
- Bj's BrewhouseFeb 2022 to May 2023
- UnemployedJan 2022 to Feb 2022
- R.W BairdJul 2021 to Dec 2021
- UnemployedMay 2021 to Jul 2021
- Full Time StudentDec 2020 to May 2021
- Rise On ChaunceyJul 2020 to Nov 2020
- Purdue UniversityAug 2019 to Jun 2020
- Grote IndustriesMay 2019 to Aug 2019
- Purdue UniversityAug 2018 to May 2019
- Grote IndustriesMay 2018 to Aug 2018
- Purdue University/ Shawe Memorial High-schoolAug 2016 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (KY, OH, 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
- 7418755
- Firm CRD
- 104555