Christopher L. Hutchinson
STRATEGIC ADVISERS LLC | VP, Financial Consultant
DRAPER, UT
Some features on this profile are disabled
CRD#: 2429510
Professional summary
Christopher L Hutchinson, CFP®, who also goes by Chris L Hutchinson, Chris Hutchinson, Christopher Lee Hutchinson, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Draper, Utah and FIDELITY BROKERAGE SERVICES LLC located in Salt Lake City, Utah.
Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Christopher has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 3, Series 7, Series 9, Series 10, Series 8 and Series 4 exams.
Biography
My process, my business beliefs, and my values are all centered on you and helping you pursue your financial goals. My experience and passion for understanding financial planning and your unique situation will help you strive to have financial success going forward.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chris L Hutchinson | Chris Hutchinson | Christopher Lee Hutchinson
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 L Hutchinson'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
Brigham Young University
Master of Business Administration (MBA) - General Management
1997
Western Kentucky University
Bachelor of Business Administration - Finance
1992
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 49 North 400 West, Salt Lake City, UT 84101RIA
CRD#: 104555
DRAPER, UT
Current
November 3, 2011 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 49 North 400 West, Salt Lake City, UT 84101BD
CRD#: 7784
Salt Lake City, UT
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SALT LAKE CITY, UT
Past
December 9, 2011 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SALT LAKE CITY, UT
Past
April 29, 2010 - October 12, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
FRANKLIN, TN
Past
April 28, 2010 - October 12, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
FRANKLIN, TN
Past
February 23, 2007 - May 7, 2010
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
FRANKLIN, TN
Past
February 22, 2007 - May 7, 2010
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
FRANKLIN, TN
Past
June 29, 2006 - March 12, 2007
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
SALT LAKE CITY, UT
Past
June 20, 2005 - March 12, 2007
TD AMERITRADE, INC.
RIA
CRD#: 7870
SALT LAKE CITY, UT
Past
June 14, 2005 - March 12, 2007
TD AMERITRADE, INC.
BD
CRD#: 7870
SALT LAKE CITY, UT
Past
March 12, 2002 - June 20, 2005
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
SALT LAKE CITY, UT
Past
February 19, 2002 - June 20, 2005
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
Past
August 25, 2000 - December 3, 2001
GOLDMAN SACHS & CO. LLC
BD
CRD#: 361
NEW YORK, NY
Past
April 12, 1994 - August 16, 2000
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SMITHFIELD, RI
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(9/6/2012)
RR
Alaska(8/15/2012)
RR
Arizona(8/23/2012)
RR
Arkansas(8/15/2012)
RR
California(8/15/2012)
IAR
California(3/31/2025)
RR
Colorado(8/15/2012)
RR
Connecticut(8/15/2012)
RR
Delaware(8/17/2012)
RR
District of Columbia(8/21/2012)
RR
Florida(8/15/2012)
RR
Georgia(8/15/2012)
RR
Hawaii(8/15/2012)
RR
Idaho(8/15/2012)
RR
Illinois(8/15/2012)
RR
Indiana(8/15/2012)
RR
Iowa(8/20/2012)
RR
Kansas(8/15/2012)
RR
Kentucky(8/15/2012)
RR
Louisiana(8/20/2012)
RR
Maine(8/15/2012)
RR
Maryland(8/16/2012)
RR
Massachusetts(11/9/2011)
RR
Michigan(8/15/2012)
RR
Minnesota(8/15/2012)
RR
Mississippi(8/17/2012)
RR
Missouri(8/15/2012)
RR
Montana(8/15/2012)
RR
Nebraska(8/22/2012)
RR
Nevada(9/4/2012)
RR
New Hampshire(8/17/2012)
RR
New Jersey(8/16/2012)
RR
New Mexico(8/15/2012)
RR
New York(8/15/2012)
RR
North Carolina(8/15/2012)
RR
North Dakota(8/15/2012)
RR
Ohio(8/21/2012)
RR
Oklahoma(8/15/2012)
RR
Oregon(8/21/2012)
RR
Pennsylvania(8/15/2012)
RR
Puerto Rico(8/15/2012)
RR
Rhode Island(8/20/2012)
RR
South Carolina(8/15/2012)
RR
South Dakota(8/17/2012)
RR
Tennessee(8/16/2012)
RR
Texas(11/21/2011)
IAR
Texas(3/31/2025)
RR
Utah(11/3/2011)
IAR
Utah(3/31/2025)
RR
Vermont(8/22/2012)
RR
Virgin Islands(10/22/2012)
RR
Virginia(8/15/2012)
RR
Washington(8/17/2012)
RR
West Virginia(8/15/2012)
RR
Wisconsin(8/15/2012)
RR
Wyoming(8/16/2012)
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: 7/15/1998
General Securities Sales Supervisor Examination (Options Module & General Module)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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
VP, Financial ConsultantCRD#: 104555Draper, UTTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
