Darci L. Chrisman
STRATEGIC ADVISERS LLC | Wealth Management Planning Consultant
LONGMONT, CO
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CRD#: 2412153
Professional summary
Darci L. Chrisman, who also goes by Darci Lynn Cox, Darci Cox, Darci Lynn Crawford, Darci L Jorgensen, Darci Lynn Jorgensen, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Longmont, Colorado and FIDELITY BROKERAGE SERVICES LLC located in Broomfield, Colorado.
Darci is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Darci has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Biography
As a Planning Consultant, my role is to partner with you and your Wealth Management Advisor to address all areas of your Financial Plan. I am passionate about customer service and with over 20 years at Fidelity, I will help you and your family receive the best service and support available. I will coordinate periodic reviews to ensure that your personalized wealth strategy reflects your family's specific financial needs.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Darci Lynn Cox | Darci Cox | Darci Lynn Crawford | Darci L Jorgensen | Darci Lynn Jorgensen
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 Darci L. Chrisman'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
University of Utah
Bachelor of Accountancy - Accounting, Finance
2002
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 281 E. Flatiron Crossing Dr, Broomfield, CO 80021RIA
CRD#: 104555
LONGMONT, CO
Current
November 12, 2013 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 281 E. Flatiron Crossing Dr, Broomfield, CO 80021BD
CRD#: 7784
Broomfield, CO
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BROOMFIELD, CO
Past
April 14, 2014 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
BROOMFIELD, CO
Past
March 22, 2011 - November 23, 2011
SCOTTRADE, INC.
BD
CRD#: 8206
ST. LOUIS, MO
Past
August 23, 2006 - November 12, 2008
GOLDMAN SACHS & CO. LLC
BD
CRD#: 361
NEW YORK, NY
Past
January 6, 1994 - August 15, 2006
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SALT LAKE CITY, UT
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(1/4/2019)
RR
Alaska(1/4/2019)
RR
Arizona(11/12/2013)
RR
Arkansas(1/4/2019)
RR
California(1/3/2014)
RR
Colorado(11/12/2013)
IAR
Colorado(3/31/2025)
RR
Connecticut(1/3/2014)
RR
Delaware(1/4/2019)
RR
District of Columbia(10/9/2018)
RR
Florida(1/3/2014)
RR
Georgia(1/3/2014)
RR
Hawaii(1/4/2019)
RR
Idaho(1/3/2014)
RR
Illinois(1/3/2014)
RR
Indiana(1/4/2019)
RR
Iowa(10/9/2018)
RR
Kansas(11/12/2013)
RR
Kentucky(1/4/2019)
RR
Louisiana(1/4/2019)
RR
Maine(1/5/2018)
RR
Maryland(1/3/2014)
RR
Massachusetts(1/3/2014)
RR
Michigan(1/3/2014)
RR
Minnesota(1/3/2014)
RR
Mississippi(1/4/2019)
RR
Missouri(1/3/2014)
RR
Montana(11/12/2013)
RR
Nebraska(11/12/2013)
RR
Nevada(1/3/2014)
RR
New Hampshire(1/3/2014)
RR
New Jersey(10/9/2018)
RR
New Mexico(1/3/2014)
RR
New York(1/3/2014)
RR
North Carolina(1/8/2014)
RR
North Dakota(1/4/2019)
RR
Ohio(1/6/2014)
RR
Oklahoma(1/3/2014)
RR
Oregon(1/3/2014)
RR
Pennsylvania(1/3/2014)
RR
Rhode Island(1/5/2018)
RR
South Carolina(1/3/2014)
RR
South Dakota(1/3/2014)
RR
Tennessee(1/3/2014)
RR
Texas(11/12/2013)
IAR
Texas(3/31/2025)
RR
Utah(11/12/2013)
RR
Vermont(1/4/2019)
RR
Virginia(1/3/2014)
RR
Washington(1/3/2014)
RR
West Virginia(1/4/2019)
RR
Wisconsin(1/3/2014)
RR
Wyoming(11/12/2013)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory 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
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck 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
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.
Company Information
STRATEGIC ADVISERS LLC
Wealth Management Planning ConsultantCRD#: 104555Longmont, COTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
