Thomas L. Christenbury

STRATEGIC ADVISORY SERVICES

Memphis, TN 38120

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CRD#: 1100461

Professional summary

Thomas Lee Christenbury, who also goes by Tom Christenbury, is a registered financial advisor currently at STRATEGIC ADVISORY SERVICES located in Memphis, Tennessee and LPL FINANCIAL LLC located in Memphis, Tennessee.

Thomas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Thomas has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7 and Series 52 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tom Christenbury

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. 4/11/2013: Strategic Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 1/28/2016: Christenbury, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 01/01/2013 - 0 Hours Per Month. 3. 2/24/2020 - Walker Commercial Property - Not Investment Related - 6465 N Quail Hollow Rd, Memphis, TN 38120 - Outside/W-2 Employment - Building Superintendent - Started 02/17/2020 - 0 Hours Per Month - Onsite building representative for the building where office is located. The property management company needs someone on site in case of the elevator has problems or the HVAC system needs to be reset. Expect very little time need for the activity, it will only be if the system goes down. 4. 1/8/2021 - Strategic Advisory Services LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 10/01/2018 - 170 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Strategic Advisory Services LLC, an independent investment advisor firm. I started this business activity in 10/2018. I expect to spend approximately 170 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Lee Christenbury's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 27, 2017 - Present

STRATEGIC ADVISORY SERVICES

Office #1: 6465 Quail Hollow Road Suite 301, Memphis, TN 38120

RIA

CRD#: 287984

Memphis, TN

Current

February 7, 2013 - Present

LPL FINANCIAL LLC

Office #1: 6465 N Quail Hollow Rd Ste 301, Memphis, TN 38120

RIA

CRD#: 6413

Memphis, TN

Past

February 7, 2013 - March 14, 2019

LPL FINANCIAL LLC

RIA

CRD#: 6413

MEMPHIS, TN

Past

August 5, 2010 - November 16, 2012

SOUTHSTATE|DUNCANWILLIAMS SECURITIES CORP.

RIA

CRD#: 6950

MEMPHIS, TN

Past

August 2, 2010 - November 16, 2012

SOUTHSTATE|DUNCANWILLIAMS SECURITIES CORP.

CRD#: 6950

MEMPHIS (SHELBY), TN

Past

June 22, 2009 - July 14, 2010

INTL ADVISORY CONSULTANTS INC.

RIA

CRD#: 130888

BIRMINGHAM, AL

Past

June 19, 2009 - July 14, 2010

STERNE, AGEE & LEACH, INC.

CRD#: 791

MEMPHIS, TN

Past

January 31, 2007 - February 3, 2009

MORGAN KEEGAN & COMPANY, LLC

RIA

CRD#: 4161

MEMPHIS, TN

Past

November 8, 2006 - February 3, 2009

MORGAN KEEGAN & COMPANY, LLC

CRD#: 4161

MEMPHIS, TN

Past

May 29, 2002 - November 13, 2006

VINING-SPARKS IBG, LLC

CRD#: 27502

MEMPHIS, TN

Past

May 29, 2002 - November 13, 2006

ICBA SECURITIES

CRD#: 24088

MEMPHIS, TN

Past

March 23, 1998 - May 8, 2002

NBC CAPITAL MARKETS GROUP, INC.

CRD#: 18229

MEMPHIS, TN

Past

February 1, 1997 - March 25, 1998

INVEST FINANCIAL CORPORATION

CRD#: 12984

APPLETON, WI

Past

May 3, 1996 - February 1, 1997

AMERISTAR CAPITAL MARKETS, INC.

CRD#: 17068

Past

April 12, 1984 - May 15, 1996

MORGAN KEEGAN & COMPANY, LLC

CRD#: 4161

MEMPHIS, TN

Past

April 28, 1983 - April 11, 1984

MUNICIPAL SECURITIES, INCORPORATED

CRD#: 6163

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STRATEGIC ADVISORY SERVICES

CRD#: 287984 / SEC#: 801-123188

RIA

Registered Investment Advisory firm - (3/16/2022 Approved)

Tennessee

Registered Investment Advisory firm - (5/4/2022 Terminated)

Texas

Registered Investment Advisory firm - (5/3/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(12/15/2020)

Arkansas
(2/13/2013)

Colorado
(2/29/2024)

Georgia
(10/23/2020)

Michigan
(3/1/2024)

Nebraska
(2/29/2024)

Tennessee
(1/23/2017)

IAR

Tennessee
(4/27/2017)

Texas
(3/28/2016)

IAR

Texas
(3/14/2019)

Utah
(3/1/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/30/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/15/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 1/24/1985

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 5/19/1984

General Securities Representative Examination

General Industry/Product Exam

Series 52

Date: 4/27/1983

Municipal Securities Representative Examination

SRO Registrations

FINRA

Current Firm

STRATEGIC ADVISORY SERVICES

CRD#: 287984 / SEC#: 801-123188

RIA

Registered Investment Advisory firm - (3/16/2022 Approved)

Tennessee

Registered Investment Advisory firm - (5/4/2022 Terminated)

Texas

Registered Investment Advisory firm - (5/3/2022 Terminated)

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Contact information

Main Address

6465 Quail Hollow Road Suite 301, Memphis, TN 38120

Mailing Address

Phone number

(901) 751-2025

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STRATEGIC ADVISORY SERVICES, LLC - ADV 2A (5/20/2025)

Regulatory assets under management

Total Number of Accounts	546
AUM (Assets Under Management)	$ 211,689,342

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Thomas L. Christenbury

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Lee Christenbury's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

SOUTHSTATE|DUNCANWILLIAMS SECURITIES CORP.

SOUTHSTATE|DUNCANWILLIAMS SECURITIES CORP.

INTL ADVISORY CONSULTANTS INC.

STERNE, AGEE & LEACH, INC.

MORGAN KEEGAN & COMPANY, LLC

MORGAN KEEGAN & COMPANY, LLC

VINING-SPARKS IBG, LLC

ICBA SECURITIES

NBC CAPITAL MARKETS GROUP, INC.

INVEST FINANCIAL CORPORATION

AMERISTAR CAPITAL MARKETS, INC.

MORGAN KEEGAN & COMPANY, LLC

MUNICIPAL SECURITIES, INCORPORATED

Primary Firm SEC Registration

STRATEGIC ADVISORY SERVICES

State Registrations and Notice Filings

Exams

Series 65

Date: 1/30/2007

Series 63

Date: 3/15/1983

SIE

Date: 10/1/2018

Series 3

Date: 1/24/1985

Series 7

Date: 5/19/1984

Series 52

Date: 4/27/1983

FINRA

Current Firm

STRATEGIC ADVISORY SERVICES

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STRATEGIC ADVISORY SERVICES

TRUST BUT VERIFY

Contact information

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