Christopher A. Dimarco
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
BRONX, NY
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CRD#: 1532740
Professional summary
Christopher A Dimarco, CFP®, who also goes by Chris Dimarco, Christopher Adam Dimarco, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Bronx, New York and FIDELITY BROKERAGE SERVICES LLC located in New York City, New York.
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 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
I partner with our clients to make appropriate financial decisions for themselves and their families and assist them to realistically manage their wealth and monitor their financial lives going forward.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chris Dimarco | Christopher Adam Dimarco
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 Christopher A Dimarco'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®
Education
Fordham University
Master of Business Administration (MBA) - Finance
1991
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 165 Broadway, New York City, NY 10006RIA
CRD#: 104555
BRONX, NY
Current
August 25, 1998 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 165 Broadway, New York City, NY 10006BD
CRD#: 7784
New York City, NY
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
NEW YORK CITY, NY
Past
May 3, 2013 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
NEW YORK, NY
Past
November 7, 2005 - July 7, 2009
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
NEW YORK, NY
Past
October 11, 1995 - April 30, 1998
NATWEST SECURITIES CORPORATION
BD
CRD#: 18238
NEW YORK, NY
Past
October 19, 1994 - October 5, 1995
NATWEST INTERNATIONAL SECURITIES INC.
BD
CRD#: 26123
NEW YORK, NY
Past
September 2, 1987 - April 7, 1988
ADVANTAGE CAPITAL CORPORATION
BD
CRD#: 146
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(4/23/2020)
RR
Arizona(8/19/2014)
RR
California(9/21/1998)
RR
Colorado(12/22/2021)
RR
Connecticut(9/21/1998)
RR
Delaware(8/15/2017)
RR
District of Columbia(6/19/2012)
RR
Florida(8/27/1998)
RR
Georgia(9/8/2005)
RR
Illinois(9/21/1998)
RR
Indiana(10/21/2009)
RR
Louisiana(2/12/2021)
RR
Maine(8/13/2021)
RR
Maryland(7/3/2007)
RR
Massachusetts(9/21/1998)
RR
Michigan(12/6/2005)
RR
Minnesota(6/4/2021)
RR
Missouri(9/22/2025)
RR
New Hampshire(9/6/2006)
RR
New Jersey(1/2/2001)
RR
New York(1/2/2001)
IAR
New York(3/31/2025)
RR
North Carolina(5/2/2012)
RR
Ohio(4/29/2021)
RR
Oregon(7/11/2016)
RR
Pennsylvania(1/2/2001)
RR
Rhode Island(10/9/2020)
RR
South Carolina(8/15/2017)
RR
South Dakota(7/5/2022)
RR
Tennessee(8/14/2007)
RR
Texas(4/15/2013)
IAR
Texas(3/31/2025)
RR
Vermont(5/11/2007)
RR
Virginia(1/3/2001)
RR
Washington(3/17/2005)
RR
Wyoming(2/12/2021)
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
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Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Bronx, NYTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
