Chris A. Luttman

STRATEGIC ADVISERS LLC | Planning Consultant

SCOTTSDALE, AZ

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CRD#: 2061462

Professional summary

Chris A. Luttman, who also goes by Chris Alan Luttman, Chris A Luttman, Chris Luttman, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Scottsdale, Arizona and FIDELITY BROKERAGE SERVICES LLC located in Peoria, Arizona.

Chris is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Chris has worked at 14 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Biography

As a Planning Consultant I partner with clients to develop financial plans. Doing business at Fidelity provides you access to our trusted brand, our industry leading technology, and our cost efficient investment platform.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chris Alan Luttman | Chris A Luttman | Chris Luttman

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 Chris A. Luttman'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

Education

Southern Illinois University

Bachelor of Science (BS) - Finance

1990

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 7565 West Bell Road, Peoria, AZ 85382

RIA

CRD#: 104555

SCOTTSDALE, AZ

Current

April 8, 2022 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 7565 West Bell Road, Peoria, AZ 85382

CRD#: 7784

Peoria, AZ

Past

April 21, 2022 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

LONE TREE, CO

Past

April 22, 2019 - March 2, 2022

U.S. BANCORP INVESTMENTS, INC.

RIA

CRD#: 17868

AURORA, CO

Past

April 22, 2019 - March 2, 2022

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

AURORA, CO

Past

March 20, 2015 - April 29, 2019

KEY INVESTMENT SERVICES LLC

RIA

CRD#: 136300

HIGHLANDS RANCH, CO

Past

March 20, 2015 - April 29, 2019

KEY INVESTMENT SERVICES LLC

CRD#: 136300

HIGHLANDS RANCH, CO

Past

November 14, 2014 - March 27, 2015

BANCWEST INVESTMENT SERVICES, INC.

RIA

CRD#: 29357

FRISCO, CO

Past

November 14, 2014 - March 27, 2015

BANCWEST INVESTMENT SERVICES, INC.

CRD#: 29357

FRISCO, CO

Past

October 22, 2013 - October 25, 2013

PERSONAL CAPITAL ADVISORS CORPORATION

RIA

CRD#: 155172

DENVER, CO

Past

September 23, 2013 - November 19, 2014

BOK FINANCIAL SECURITIES, INC.

RIA

CRD#: 17530

DENVER, CO

Past

September 23, 2013 - November 19, 2014

BOK FINANCIAL SECURITIES, INC.

CRD#: 17530

DENVER, CO

Past

July 7, 2005 - March 12, 2013

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

PHOENIX, AZ

Past

January 14, 2005 - March 12, 2013

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

PHOENIX, AZ

Past

February 4, 2004 - December 6, 2004

COREBRIDGE CAPITAL SERVICES, INC.

CRD#: 13158

JERSEY CITY, NJ

Past

February 18, 2002 - February 2, 2004

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

CRD#: 40178

FRANKLIN, TN

Past

March 19, 1997 - May 16, 2001

BROWNCO, LLC

CRD#: 1326

BOSTON, MA

Past

August 18, 1994 - August 22, 1995

AMERICAN FRONTEER FINANCIAL CORPORATION

CRD#: 1398

DENVER, CO

Past

June 30, 1990 - August 26, 1994

HIBBARD BROWN & CO., INC.

CRD#: 18246

NEW YORK, NY

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

Arizona
(1/14/2025)

IAR

Arizona
(3/31/2025)

Arkansas
(8/14/2025)

California
(1/14/2025)

Colorado
(1/14/2025)

IAR

Colorado
(3/31/2025)

Delaware
(11/3/2025)

New Jersey
(4/4/2023)

Oregon
(1/14/2025)

Texas
(1/14/2025)

IAR

Texas
(3/31/2025)

Washington
(1/14/2025)

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: 6/29/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/2/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/16/1990

General Securities Representative 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.

Contact information

(xxx) xxx-xxxx

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Chris A. Luttman

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chris A. Luttman's CRS (Customer Relationship Summary).

Certified licenses

Education

Southern Illinois University

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP INVESTMENTS, INC.

KEY INVESTMENT SERVICES LLC

KEY INVESTMENT SERVICES LLC

BANCWEST INVESTMENT SERVICES, INC.

BANCWEST INVESTMENT SERVICES, INC.

PERSONAL CAPITAL ADVISORS CORPORATION

BOK FINANCIAL SECURITIES, INC.

BOK FINANCIAL SECURITIES, INC.

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

COREBRIDGE CAPITAL SERVICES, INC.

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

BROWNCO, LLC

AMERICAN FRONTEER FINANCIAL CORPORATION

HIBBARD BROWN & CO., INC.

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/29/2005

Series 63

Date: 7/2/1990

SIE

Date: 10/1/2018

Series 7

Date: 6/16/1990

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

Contact information

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