Christopher H. Brehm
STRATEGIC ADVISERS | Vice President Private Wealth Management Advisor
SOUTH SALEM, NY
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CRD#: 1646177
Professional summary
Christopher H Brehm, who also goes by Christopher Humm Brehm, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in South Salem, New York and FIDELITY BROKERAGE SERVICES LLC located in Scarsdale, 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 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 9, Series 10 and Series 8 exams.
Biography
As a Wealth Management Adviser with Fidelity Private Wealth Management® I am passionate about helping high-net-worth individuals build, preserve, and transfer their wealth. Our dedicated team draws upon Fidelity's full breadth of resources to provide customized solutions to help manage complex financial needs.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Christopher Humm Brehm
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 H Brehm'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®
NoneEducation
East Stroudsburg University
Bachelor of Science (BS) - Political Science
1986
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 799 Central Park Ave Greenville Shopping Center, Scarsdale, NY 10583-2507RIA
CRD#: 104555
SOUTH SALEM, NY
Current
March 23, 1989 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 799 Central Park Ave. Greenville Shopping Center, Scarsdale, NY 10583BD
CRD#: 7784
SCARSDALE, NY
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SCARSDALE, NY
Past
August 17, 2010 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SCARSDALE, NY
Past
April 11, 2001 - July 8, 2009
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
PARAMUS, NJ
Past
March 27, 2001 - March 28, 2007
FIDELITY PERSONAL TRUST COMPANY, FSB
RIA
CRD#: 109516
PARAMUS, NJ
Past
June 8, 1987 - December 15, 1988
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
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(10/28/2014)
RR
Alaska(11/17/2020)
RR
Arizona(11/17/2020)
RR
Arkansas(10/28/2014)
RR
California(10/28/2014)
RR
Colorado(10/28/2014)
RR
Connecticut(12/11/2003)
RR
Delaware(10/28/2014)
RR
District of Columbia(11/17/2020)
RR
Florida(1/4/2008)
RR
Georgia(10/28/2014)
RR
Hawaii(11/17/2020)
RR
Idaho(11/17/2020)
RR
Illinois(10/28/2014)
RR
Indiana(11/17/2020)
RR
Iowa(11/17/2020)
RR
Kansas(11/17/2020)
RR
Kentucky(10/28/2014)
RR
Louisiana(11/17/2020)
RR
Maine(10/28/2014)
RR
Maryland(10/28/2014)
RR
Massachusetts(10/28/2014)
RR
Michigan(11/17/2020)
RR
Minnesota(10/28/2014)
RR
Mississippi(10/28/2014)
RR
Missouri(11/17/2020)
RR
Montana(11/17/2020)
RR
Nebraska(11/17/2020)
RR
Nevada(10/28/2014)
RR
New Hampshire(10/28/2014)
RR
New Jersey(3/27/1989)
RR
New Mexico(10/28/2014)
RR
New York(1/6/2003)
IAR
New York(3/31/2025)
RR
North Carolina(10/29/2014)
RR
North Dakota(11/17/2020)
RR
Ohio(10/28/2014)
RR
Oklahoma(11/17/2020)
RR
Oregon(11/17/2020)
RR
Pennsylvania(8/8/2006)
RR
Rhode Island(11/17/2020)
RR
South Carolina(10/28/2014)
RR
South Dakota(11/17/2020)
RR
Tennessee(11/17/2020)
RR
Texas(10/28/2014)
IAR
Texas(3/31/2025)
RR
Utah(10/28/2014)
RR
Vermont(11/17/2020)
RR
Virginia(10/28/2014)
RR
Washington(11/17/2020)
RR
West Virginia(10/28/2014)
RR
Wisconsin(11/17/2020)
RR
Wyoming(11/17/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 12/21/1994
General Securities Sales Supervisor Examination (Options Module & General Module)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
Registered Investment Advisory firm - (8/11/1977 Approved)PREMIUM
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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 Private Wealth Management AdvisorCRD#: 104555South Salem, NYTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
