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Christopher Peter Lendrum

Investment adviser representative at Strategic Advisers LLC
10 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

10 years in the industry.

  1. Strategic Advisers LLCMar 2025 to now
  2. Fidelity InvestmentsApr 2023 to now
  3. DoordashDec 2022 to Apr 2023
  4. Digital TrustJul 2022 to Dec 2022
  5. Bitcoin IraSep 2021 to Jul 2022
  6. Digital TrustMar 2021 to Sep 2021
  7. Bitcoin Ira (alternative Ira Services)Mar 2020 to Mar 2021
  8. Wood Ranch BbqJun 2016 to Mar 2020

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 2 states (FL, 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
7732054
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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