Christopher W. Rilling
STRATEGIC ADVISERS LLC | Vice President, Executive Planning Consultant
HAINESPORT, NJ
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CRD#: 4257811
Professional summary
Christopher William Rilling, CFP® is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Hainesport, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Towson, Maryland.
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 5 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.
Biography
My role is to partner with you to make sure you understand the intricacies of the benefit plan that is offered to you, to make sure that you are maximizing all the benefits that are offered to you, and to holistically look at how the benefits offered fit into your overall financial plan. I will help you make smart decisions, identify risks and opportunities of your overall plan to make sure that you and your family can enjoy everything that you like to do.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Retirement Planning
What is your minimum asset requirement?
1
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.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher William Rilling'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: 2005
Education
Boston University
Master of Education - Special Education
1998
Hofstra University
Bachelor of Arts (BA) - Psychology
1994
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
HAINESPORT, NJ
Current
January 8, 2001 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 610 York Road, Towson, MD 21204BD
CRD#: 7784
Towson, MD
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
CORAL GABLES, FL
Past
March 16, 2001 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
HAINESPORT, NJ
Past
September 22, 2000 - December 20, 2000
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
September 22, 2000 - December 20, 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
Alabama(9/29/2023)
RR
Alaska(7/1/2025)
RR
Arizona(6/4/2021)
RR
Arkansas(2/12/2021)
RR
California(8/10/2010)
RR
Colorado(3/12/2021)
RR
Connecticut(5/16/2011)
RR
Delaware(2/12/2021)
RR
District of Columbia(2/12/2021)
RR
Florida(1/10/2001)
RR
Georgia(3/4/2022)
RR
Hawaii(7/1/2025)
RR
Idaho(7/1/2025)
RR
Illinois(1/13/2016)
RR
Indiana(2/12/2021)
RR
Iowa(9/29/2023)
RR
Kansas(2/12/2021)
RR
Kentucky(3/12/2021)
RR
Louisiana(9/29/2023)
RR
Maine(9/18/2020)
RR
Maryland(6/3/2010)
RR
Massachusetts(1/13/2016)
RR
Michigan(9/29/2023)
RR
Minnesota(3/12/2021)
RR
Mississippi(7/1/2025)
RR
Missouri(2/12/2021)
RR
Montana(7/17/2020)
RR
Nebraska(7/1/2025)
RR
Nevada(9/29/2023)
RR
New Hampshire(1/2/2015)
RR
New Jersey(3/18/2003)
IAR
New Jersey(3/31/2025)
RR
New Mexico(5/3/2024)
RR
New York(9/3/2003)
RR
North Carolina(1/9/2015)
RR
North Dakota(7/1/2025)
RR
Ohio(3/15/2021)
RR
Oklahoma(1/2/2015)
RR
Oregon(7/1/2025)
RR
Pennsylvania(3/18/2003)
IAR
Pennsylvania(3/31/2025)
RR
Puerto Rico(10/31/2019)
RR
Rhode Island(5/3/2024)
RR
South Carolina(8/20/2018)
RR
South Dakota(7/1/2025)
RR
Tennessee(1/25/2022)
RR
Texas(7/17/2020)
IAR
Texas(3/31/2025)
RR
Utah(3/12/2021)
RR
Vermont(5/20/2010)
RR
Virgin Islands(7/17/2020)
RR
Virginia(1/9/2001)
RR
Washington(2/12/2021)
RR
West Virginia(9/29/2023)
RR
Wisconsin(8/8/2020)
RR
Wyoming(3/4/2022)
Exams
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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Executive Planning ConsultantCRD#: 104555Hainesport, NJTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
