Christina M. Macmillan
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
FUQUAY VARINA, NC
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CRD#: 3170025
Professional summary
Christina Maria Macmillan, CFP®, who also goes by Christina Maria Macmillan, Tina Macmillan, Christina Maria Recigno, Tina Recigno, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Fuquay Varina, North Carolina and FIDELITY BROKERAGE SERVICES LLC located in Cary, North Carolina.
Christina is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Christina has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Biography
I take a personable approach to holistic financial planning by listening and partnering with my clients. This helps me gain a better understanding of clients' goals in order to work together to tailor strategies to meet their needs.
Question & Answer
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Christina Maria Macmillan | Tina Macmillan | Christina Maria Recigno | Tina Recigno
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 Christina Maria Macmillan'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: 2021
Education
Cabrini University
Bachelor of Science (BS) - Finance
1998
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 580 New Waverly Pl Ste 240, Cary, NC 27518-7406Office #3: 2500 Regency Parkway, Cary, NC 27518RIA
CRD#: 104555
FUQUAY VARINA, NC
Current
June 26, 2018 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 580 New Waverly Pl Ste 240, Cary, NC 27518Office #2: 2500 Regency Parkway, Cary, NC 27518BD
CRD#: 7784
Cary, NC
Past
November 23, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
CARY, NC
Past
May 28, 2003 - August 15, 2005
TD AMERITRADE, INC.
RIA
CRD#: 7870
CARY, NC
Past
July 14, 1999 - August 15, 2005
TD AMERITRADE, INC.
BD
CRD#: 7870
OMAHA, NE
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
Arizona(4/23/2020)
RR
California(10/21/2019)
RR
Colorado(3/12/2021)
RR
Connecticut(7/12/2024)
RR
Florida(10/21/2019)
RR
Georgia(12/9/2019)
RR
Hawaii(9/18/2020)
RR
Idaho(2/12/2021)
RR
Illinois(7/20/2020)
RR
Indiana(4/23/2020)
RR
Louisiana(11/23/2021)
RR
Maryland(5/9/2023)
RR
Massachusetts(7/20/2020)
RR
Michigan(3/25/2023)
RR
Minnesota(1/14/2023)
RR
Mississippi(4/23/2020)
RR
Missouri(2/15/2022)
RR
Montana(4/23/2020)
RR
Nevada(6/9/2020)
RR
New Hampshire(4/23/2020)
RR
New Jersey(6/4/2021)
RR
New York(4/23/2020)
RR
North Carolina(8/15/2018)
IAR
North Carolina(3/31/2025)
RR
Ohio(10/21/2019)
RR
Oklahoma(1/14/2023)
RR
Oregon(10/21/2019)
RR
Pennsylvania(12/4/2020)
RR
South Carolina(10/4/2019)
RR
Tennessee(10/21/2019)
RR
Texas(2/5/2019)
IAR
Texas(3/31/2025)
RR
Vermont(3/25/2023)
RR
Virginia(3/18/2021)
RR
Washington(4/23/2020)
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
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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, Financial ConsultantCRD#: 104555Fuquay Varina, NCTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
