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Christopher Michael Wurster

Christopher M. Wurster

STRATEGIC ADVISERS LLC | Financial Consultant
ORLAND PARK, IL
Some features on this profile are disabled
CRD#: 4255674
Christopher Michael Wurster

Professional summary

Christopher Michael Wurster is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Orland Park, Illinois and FIDELITY BROKERAGE SERVICES LLC located in Orland Park, Illinois.

Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Christopher has worked at 10 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 31, Series 7, Series 10, Series 9 and Series 24 exams.

Biography

I have over 20 years of experience using wealth and investment management strategies to help clients plan for their futures. I am committed to listening to our client's needs and educating them on the various tools available to help meet those needs. I also believe in being responsive and attentive to ensure an excellent client experience for my fellow Southland residents.
top-8-questions

Question & Answer

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Michael Wurster's CRS (Customer Relationship Summary).
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®
None

Education

University of Illinois

Bachelor of Economics - Financial Planning

2000

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 15105 S. Lagrange Road, Orland Park, IL 60462-3708
RIA
CRD#: 104555
ORLAND PARK, IL
Current

September 23, 2019 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 15105 S. Lagrange Road, Orland Park, IL 60462
BD
CRD#: 7784
Orland Park, IL
Past

November 20, 2019 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
CHICAGO, IL
Past

September 10, 2012 - October 4, 2019

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY
Past

March 2, 2011 - August 17, 2012

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
ORLAND PARK, IL
Past

March 2, 2011 - August 17, 2012

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
ORLAND PARK, IL
Past

June 1, 2009 - March 3, 2011

MORGAN STANLEY

RIA
CRD#: 149777
CHICAGO, IL
Past

June 1, 2009 - March 3, 2011

MORGAN STANLEY

BD
CRD#: 149777
CHICAGO, IL
Past

April 5, 2005 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
CHICAGO, IL
Past

April 5, 2005 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
CHICAGO, IL
Past

November 25, 2003 - April 5, 2005

BANC ONE SECURITIES CORPORATION

RIA
CRD#: 16999
CHICAGO, IL
Past

November 30, 2000 - April 5, 2005

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL
Past

September 5, 2000 - October 3, 2000

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

September 5, 2000 - October 3, 2000

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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
(3/21/2022)
RR
California
(6/27/2024)
RR
Colorado
(5/3/2024)
RR
District of Columbia
(3/19/2024)
RR
Florida
(3/21/2022)
RR
Illinois
(9/23/2019)
IAR
Illinois
(3/31/2025)
RR
Indiana
(4/8/2021)
RR
Iowa
(8/3/2020)
RR
Massachusetts
(8/3/2020)
RR
Michigan
(9/30/2024)
RR
Minnesota
(4/17/2023)
RR
Nebraska
(11/14/2022)
RR
Nevada
(5/3/2024)
RR
New Jersey
(7/15/2025)
RR
New York
(5/3/2024)
RR
North Carolina
(1/30/2024)
RR
South Dakota
(5/8/2023)
RR
Texas
(8/3/2020)
IAR
Texas
(3/31/2025)
RR
Utah
(8/3/2020)
RR
Washington
(12/10/2024)
RR
Wisconsin
(3/21/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/16/2019
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 6/10/2002
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/5/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 11/4/2009
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 9/1/2000
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 12/23/2019
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 11/8/2019
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/30/2015
General Securities Principal Examination
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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)
FIDELITY STRATEGIC DISCIPLINES (11/10/2025)
FIDELITY WEALTH SERVICES (9/10/2025)
STRATEGIC ADVISERS LLC (9/10/2025)
FIDELITY MANAGED FIDFOLIOS (3/31/2025)
FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)
FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025
Cover Page
Report

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

Financial ConsultantCRD#: 104555Orland Park, IL

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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