Christian C. Kimball
STRATEGIC ADVISERS LLC | Vice President Private Wealth Management Advisor
ORINDA, CA
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CRD#: 2455197
Professional summary
Christian Call Kimball, CFP® is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Orinda, California and FIDELITY BROKERAGE SERVICES LLC located in San Francisco, California.
Christian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Christian has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 9 and Series 10 exams.
Biography
Fidelity makes available to you a suite of resources. I will help you harness the power of Fidelity. You can leverage my deep experience working with high-net-worth clients in retirement, income, and wealth planning to help you create and execute a plan that works for your family.
Question & Answer
What are your service offerings?
Insurance Planning
Retirement Planning
Estate Planning
Investment Planning
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes
Aliases
None
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.
OBA-115366|OrgNmn:The Family Club (not a business, it's a private club)|Org Addr:San Franci,California,US|OBA Nature:Private Social Club|Invst Rel:N|Title:Chairman, Traditions and Orientat|Duties:I have a monthly evening meeting I will host|StrtDt:02-04-25|TotHrs/mon:2|TrdHrs/mon:0|OBA-5345|OrgNmn:Oil and Gas Interest|Org Addr:San Franci,California,US|OBA Nature:Ownership of rights to a prope|Invst Rel:N|Title:no title|Duties:none|StrtDt:03-23-15|TotHrs/mon:0.5|TrdHrs/mon:|
CRS (Client Relationship Summary) - RIA
Click below to view Christian Call Kimball'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®
CFP®
Start date: 2009
Education
University of Utah
Bachelor of Arts (BA) - History
1993
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 44 Montgomery St Ste 2350, San Francisco, CA 94104RIA
CRD#: 104555
ORINDA, CA
Current
February 18, 1994 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 44 Montgomery St Ste 2350, San Francisco, CA 94104BD
CRD#: 7784
San Francisco, CA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SAN FRANCISCO, CA
Past
July 6, 2004 - March 28, 2007
FIDELITY PERSONAL TRUST COMPANY, FSB
RIA
CRD#: 109516
BOSTON, MA
Past
August 18, 1997 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SAN FRANCISCO, CA
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(11/17/2020)
RR
Alaska(11/17/2020)
RR
Arizona(1/2/2015)
RR
Arkansas(11/17/2020)
RR
California(3/4/1994)
IAR
California(3/31/2025)
RR
Colorado(1/2/2015)
RR
Connecticut(1/2/2015)
RR
Delaware(11/17/2020)
RR
District of Columbia(1/25/2013)
RR
Florida(1/2/2015)
RR
Georgia(11/17/2020)
RR
Hawaii(11/17/2020)
RR
Idaho(1/2/2015)
RR
Illinois(1/2/2015)
RR
Indiana(11/17/2020)
RR
Iowa(11/17/2020)
RR
Kansas(11/17/2020)
RR
Kentucky(11/17/2020)
RR
Louisiana(11/17/2020)
RR
Maine(11/17/2020)
RR
Maryland(11/17/2020)
RR
Massachusetts(1/2/2015)
RR
Michigan(1/25/2013)
RR
Minnesota(11/17/2020)
RR
Mississippi(11/17/2020)
RR
Missouri(11/17/2020)
RR
Montana(11/17/2020)
RR
Nebraska(1/2/2015)
RR
Nevada(3/30/2007)
RR
New Hampshire(11/17/2020)
RR
New Jersey(4/24/2012)
RR
New Mexico(11/17/2020)
RR
New York(1/2/2015)
RR
North Carolina(11/17/2020)
RR
North Dakota(11/17/2020)
RR
Ohio(1/5/2015)
RR
Oklahoma(11/17/2020)
RR
Oregon(1/4/2000)
RR
Pennsylvania(11/17/2020)
RR
Rhode Island(11/17/2020)
RR
South Carolina(11/17/2020)
RR
South Dakota(11/17/2020)
RR
Tennessee(11/17/2020)
RR
Texas(8/29/2014)
IAR
Texas(3/31/2025)
RR
Utah(11/17/2020)
RR
Vermont(11/17/2020)
RR
Virginia(1/2/2015)
RR
Washington(11/7/2003)
RR
West Virginia(11/17/2020)
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
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
Vice President Private Wealth Management AdvisorCRD#: 104555Orinda, CATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
