Christopher J. Boschert

STRATEGIC ADVISERS LLC

ST CHARLES, MO

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CRD#: 1461209

Professional summary

Christopher John Boschert, who also goes by Chris Boschert, Christopher J Boschert, Christopher John Boschert, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in St Charles, Missouri and FIDELITY BROKERAGE SERVICES LLC located in Smithfield, Rhode Island.

Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Christopher has worked at 12 firms and has passed the Series 66, Series 63, Series 57TO, Series 99TO, SIE, Series 55, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chris Boschert | Christopher J Boschert | Christopher John Boschert

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher John Boschert'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

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

ST CHARLES, MO

Current

March 24, 2022 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 900 Salem Street, Smithfield, RI 02917

CRD#: 7784

Smithfield, RI

Past

April 13, 2022 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

ST CHARLES, MO

Past

March 6, 2017 - February 23, 2022

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

ST. LOUIS, MO

Past

November 11, 2016 - February 23, 2022

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

August 11, 2016 - November 11, 2016

FIRST CLEARING, LLC

CRD#: 17344

ST. LOUIS, MO

Past

February 19, 2016 - February 24, 2016

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

St. Charles, MO

Past

October 15, 2015 - February 24, 2016

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

SAINT CHARLES, MO

Past

June 3, 2014 - October 24, 2014

J.A. GLYNN INVESTMENTS, LLC.

CRD#: 22011

ST LOUIS, MO

Past

October 1, 2011 - April 28, 2014

FIS BROKERAGE & SECURITIES SERVICES LLC

CRD#: 104162

GENEVA, IL

Past

January 25, 2002 - September 30, 2011

SUNGARD INSTITUTIONAL BROKERAGE INC.

CRD#: 8509

ST. LOUIS, MO

Past

July 7, 1993 - January 17, 2002

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Past

September 24, 1987 - July 7, 1993

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

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 ADVISERS LLC

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.

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
(3/24/2022)

Alaska
(3/24/2022)

Arizona
(3/24/2022)

Arkansas
(3/24/2022)

California
(3/24/2022)

Colorado
(3/24/2022)

Connecticut
(3/24/2022)

Delaware
(3/24/2022)

District of Columbia
(3/24/2022)

Florida
(3/24/2022)

Georgia
(3/24/2022)

Hawaii
(3/24/2022)

Idaho
(3/24/2022)

Illinois
(3/24/2022)

Indiana
(3/24/2022)

Iowa
(3/24/2022)

Kansas
(3/24/2022)

Kentucky
(3/24/2022)

Louisiana
(3/24/2022)

Maine
(3/24/2022)

Maryland
(3/24/2022)

Massachusetts
(3/24/2022)

Michigan
(3/24/2022)

Minnesota
(3/24/2022)

Mississippi
(3/24/2022)

Missouri
(3/24/2022)

IAR

Missouri
(3/31/2025)

Montana
(3/24/2022)

Nebraska
(3/24/2022)

Nevada
(3/24/2022)

New Hampshire
(3/24/2022)

New Jersey
(3/24/2022)

New Mexico
(3/24/2022)

New York
(3/24/2022)

North Carolina
(3/24/2022)

North Dakota
(3/24/2022)

Ohio
(3/24/2022)

Oklahoma
(3/24/2022)

Oregon
(3/24/2022)

Pennsylvania
(3/24/2022)

Puerto Rico
(3/24/2022)

Rhode Island
(3/24/2022)

South Carolina
(3/24/2022)

South Dakota
(3/24/2022)

Tennessee
(3/24/2022)

Texas
(3/24/2022)

Utah
(3/24/2022)

Vermont
(3/24/2022)

Virgin Islands
(3/24/2022)

Virginia
(3/24/2022)

Washington
(3/24/2022)

West Virginia
(3/24/2022)

Wisconsin
(3/24/2022)

Wyoming
(3/24/2022)

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 66

Date: 2/12/2016

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/12/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 57TO

Date: 1/2/2023

Securities Trader Exam

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 3/22/1999

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 9/19/1987

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/25/2002

General Securities Principal Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

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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

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

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	Cover Page	Report

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.

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Firm Stability Insights

Christopher J. Boschert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher John Boschert's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

FIRST CLEARING, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

J.A. GLYNN INVESTMENTS, LLC.

FIS BROKERAGE & SECURITIES SERVICES LLC

SUNGARD INSTITUTIONAL BROKERAGE INC.

A. G. EDWARDS & SONS, INC.

EDWARD JONES

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/12/2016

Series 63

Date: 10/12/1987

Series 57TO

Date: 1/2/2023

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 55

Date: 3/22/1999

Series 7

Date: 9/19/1987

Series 24

Date: 9/25/2002

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

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