KC
Kevin J. Christian
STRATEGIC ADVISERS LLC
LAKEWOOD, NJ
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CRD#: 1417417
KC
Professional summary
Kevin Joseph Christian, who also goes by Kevin Joseph Christian Sr, Kevin Joseph Christian, Kevin Joseph Sr Christian, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Lakewood, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Covington, Kentucky.
Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Kevin has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kevin Joseph Christian Sr | Kevin Joseph Christian | Kevin Joseph Sr Christian
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Joseph Christian's 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®
NoneExperience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
LAKEWOOD, NJ
Current
September 21, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 100 Howe Drive, Covington, KY 41015BD
CRD#: 7784
Covington, KY
Past
October 3, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
LAKEWOOD, NJ
Past
September 30, 2014 - June 16, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
PENNINGTON, NJ
Past
September 29, 2014 - June 16, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
PENNINGTON, NJ
Past
July 18, 2014 - September 15, 2014
FORESTERS EQUITY SERVICES, INC.
RIA
CRD#: 18464
LAKEWOOD, NJ
Past
March 21, 2014 - September 15, 2014
FORESTERS EQUITY SERVICES, INC.
BD
CRD#: 18464
SAN DIEGO, CA
Past
May 16, 2011 - January 27, 2014
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
BRICK, NJ
Past
October 19, 1988 - March 25, 2009
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
BD
CRD#: 20472
PHILADELPHIA, PA
Past
November 13, 1986 - October 10, 1988
BNY MELLON SECURITIES CORPORATION
BD
CRD#: 231
NEW YORK, NY
Past
November 22, 1985 - September 23, 1986
FORESTERS FINANCIAL SERVICES, INC.
BD
CRD#: 305
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)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.RR
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
RR
Alabama(9/28/2022)
RR
Alaska(9/26/2022)
RR
Arizona(10/5/2022)
RR
Arkansas(9/22/2022)
RR
California(9/22/2022)
RR
Colorado(9/22/2022)
RR
Connecticut(9/21/2022)
RR
Delaware(10/12/2022)
RR
District of Columbia(9/23/2022)
RR
Florida(9/22/2022)
RR
Georgia(9/23/2022)
RR
Hawaii(9/22/2022)
RR
Idaho(9/21/2022)
RR
Illinois(9/30/2022)
RR
Indiana(9/23/2022)
RR
Iowa(9/22/2022)
RR
Kansas(9/22/2022)
RR
Kentucky(9/27/2022)
RR
Louisiana(9/27/2022)
RR
Maine(9/21/2022)
RR
Maryland(9/26/2022)
RR
Massachusetts(9/22/2022)
RR
Michigan(9/22/2022)
RR
Minnesota(9/22/2022)
RR
Mississippi(9/23/2022)
RR
Missouri(9/21/2022)
RR
Montana(9/22/2022)
RR
Nebraska(9/21/2022)
RR
Nevada(10/6/2022)
RR
New Hampshire(9/28/2022)
RR
New Jersey(9/22/2022)
IAR
New Jersey(3/31/2025)
RR
New Mexico(9/23/2022)
RR
New York(10/16/2022)
RR
North Carolina(9/22/2022)
RR
North Dakota(9/26/2022)
RR
Ohio(9/22/2022)
RR
Oklahoma(9/26/2022)
RR
Oregon(9/26/2022)
RR
Pennsylvania(9/22/2022)
RR
Puerto Rico(10/3/2022)
RR
Rhode Island(9/27/2022)
RR
South Carolina(9/28/2022)
RR
South Dakota(10/19/2022)
RR
Tennessee(9/22/2022)
RR
Texas(9/22/2022)
IAR
Texas(3/31/2025)
RR
Utah(9/22/2022)
RR
Vermont(9/22/2022)
RR
Virgin Islands(9/27/2022)
RR
Virginia(9/23/2022)
RR
Washington(9/23/2022)
RR
West Virginia(9/22/2022)
RR
Wisconsin(9/22/2022)
RR
Wyoming(9/26/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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.
