Christian M. Vitone
STRATEGIC ADVISERS LLC | Benefits & Planning Consultant, Executive Services
MERRIMACK, NH
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CRD#: 4180338
Professional summary
Christian Michael Vitone, who also goes by Christian VItone, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Merrimack, New Hampshire and FIDELITY BROKERAGE SERVICES LLC located in Nashua, New Hampshire.
Christian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Christian has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Biography
As your Benefits & Planning Consultant, I partner with you to ensure that I understand your needs, and that you are maximizing all aspects of your benefits plan. We will build a customized plan for you based on what is suitable and appropriate for you and your family. Building trust and forming strong relationships with my clients is my top priority, and I look forward to meeting with you.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Christian Vitone
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-67718|OrgNmn:The Voice To Go, LLC|Org Addr:Merrimack,New Hampsh,US|OBA Nature:Content creation, Voice Over, |Invst Rel:N|Title:Single member LLC owner ( busines|Duties:part-time during non business hours|StrtDt:04-12-2022|TotHrs/mon:8|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Christian Michael Vitone'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
Central Connecticut State University
Bachelor of Business Administration - Business Administration
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
MERRIMACK, NH
Current
November 30, 2018 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 225 Daniel Webster Highway, Nashua, NH 03060-5536BD
CRD#: 7784
NASHUA, NH
Past
August 26, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
MERRIMACK, NH
Past
November 3, 2016 - February 16, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
CONCORD, NH
Past
September 15, 2016 - February 16, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
MANCHESTER, NH
Past
July 11, 2007 - November 24, 2008
NATIONAL FINANCIAL SERVICES LLC
BD
CRD#: 13041
SMITHFIELD, RI
Past
April 27, 2005 - March 28, 2007
FIDELITY PERSONAL TRUST COMPANY, FSB
RIA
CRD#: 109516
MERRIMACK, NH
Past
April 1, 2003 - April 9, 2009
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
BOSTON, MA
Past
December 5, 2000 - December 6, 2005
NATIONAL FINANCIAL SERVICES LLC
BD
CRD#: 13041
BOSTON, MA
Past
December 5, 2000 - June 15, 2007
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
MERRIMACK, NH
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(1/10/2019)
RR
Alaska(1/10/2019)
RR
Arizona(12/13/2018)
RR
Arkansas(1/16/2019)
RR
California(12/7/2018)
RR
Colorado(12/10/2018)
RR
Connecticut(12/7/2018)
RR
Delaware(2/3/2019)
RR
District of Columbia(1/18/2019)
RR
Florida(12/7/2018)
RR
Georgia(12/7/2018)
RR
Hawaii(1/9/2019)
RR
Idaho(1/11/2019)
RR
Illinois(12/7/2018)
RR
Indiana(12/7/2018)
RR
Iowa(1/14/2019)
RR
Kansas(1/14/2019)
RR
Kentucky(1/17/2019)
RR
Louisiana(1/11/2019)
RR
Maine(1/10/2019)
RR
Maryland(12/11/2018)
RR
Massachusetts(12/10/2018)
RR
Michigan(12/10/2018)
RR
Minnesota(12/11/2018)
RR
Mississippi(1/10/2019)
RR
Missouri(12/11/2018)
RR
Montana(1/10/2019)
RR
Nebraska(1/10/2019)
RR
Nevada(1/22/2019)
RR
New Hampshire(12/4/2018)
IAR
New Hampshire(3/31/2025)
RR
New Jersey(12/12/2018)
RR
New Mexico(1/10/2019)
RR
New York(12/7/2018)
RR
North Carolina(12/7/2018)
RR
North Dakota(1/14/2019)
RR
Ohio(12/7/2018)
RR
Oklahoma(1/14/2019)
RR
Oregon(1/11/2019)
RR
Pennsylvania(12/10/2018)
RR
Puerto Rico(1/24/2019)
RR
Rhode Island(1/16/2019)
RR
South Carolina(1/11/2019)
RR
South Dakota(1/15/2019)
RR
Tennessee(1/10/2019)
RR
Texas(12/7/2018)
IAR
Texas(3/31/2025)
RR
Utah(1/10/2019)
RR
Vermont(1/10/2019)
RR
Virgin Islands(1/10/2019)
RR
Virginia(12/7/2018)
RR
Washington(12/6/2018)
RR
West Virginia(1/25/2019)
RR
Wisconsin(12/7/2018)
RR
Wyoming(1/10/2019)
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
Benefits & Planning Consultant, Executive ServicesCRD#: 104555Merrimack, NHTRUST BUT VERIFY
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