Christopher Ian Palmer
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 LLCAug 2025 to now
- Fidelity InvestmentsMar 2023 to now
- The Church of Jesus Christ of Latter-day SaintsJun 2022 to Jan 2023
- MytireguysJan 2022 to Mar 2023
- American Fork High SchoolNov 2021 to Feb 2022
- The Church of Jesus Christ of Latter-day SaintsDec 2019 to Oct 2021
- MytireguysMar 2017 to Dec 2019
- StudentJan 2013 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 7716454
- Firm CRD
- 104555