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Christopher M. O'grady

Christopher M. O'grady

STRATEGIC ADVISERS LLC | Financial Consultant
NORTHAMPTON, PA
Some features on this profile are disabled
CRD#: 4637536
Christopher M. O'grady

Professional summary

Christopher M. O'grady, CFP®, who also goes by Christopher Michael O Grady, Christopher Michael O'grady, Christopher Michael Ogrady, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Northampton, Pennsylvania and FIDELITY BROKERAGE SERVICES LLC located in Bridgewater, New Jersey.

Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Christopher has worked at 6 firms and has passed the Series 66, SIE, Series 3, Series 7 and Series 4 exams.

Biography

I partner with individuals and families in creating financial strategies while avoiding common pitfalls before and throughout Retirement.
top-8-questions

Question & Answer

What are your service offerings?
Comprehensive Financial Planni...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes

Aliases

Christopher Michael O Grady | Christopher Michael O'grady | Christopher Michael Ogrady

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 M. O'grady'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®
CFP®

Certified Financial Planner

Start date: 2021

Education

Dartmouth College

English - Liberal Arts

1995

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 750 Route 202 Suites 110 430, Bridgewater, NJ, 08807-5530
RIA
CRD#: 104555
NORTHAMPTON, PA
Current

March 9, 2015 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 750 Route 202 Suites 110 430, Bridgewater, NJ, 08807
BD
CRD#: 7784
Bridgewater, NJ
Past

July 13, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
NORTHAMPTON, PA
Past

March 18, 2015 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
BRIDGEWATER, NJ
Past

April 29, 2013 - June 30, 2014

MORGAN STANLEY

RIA
CRD#: 149777
MORRISTOWN, NJ
Past

March 19, 2013 - June 30, 2014

MORGAN STANLEY

BD
CRD#: 149777
MORRISTOWN, NJ
Past

April 8, 2011 - March 6, 2012

X-CHANGE FINANCIAL ACCESS, LLC

BD
CRD#: 126201
CHICAGO, IL
Past

September 29, 2009 - March 22, 2011

ELEVATION, LLC

BD
CRD#: 140341
NEW YORK, NY

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
(11/6/2017)
RR
California
(4/2/2018)
RR
Colorado
(5/13/2025)
RR
Connecticut
(11/21/2018)
RR
Delaware
(4/2/2018)
RR
Florida
(3/9/2015)
RR
Georgia
(6/4/2021)
RR
Illinois
(8/8/2020)
RR
Indiana
(4/23/2020)
RR
Iowa
(8/13/2021)
RR
Maryland
(6/4/2021)
RR
Massachusetts
(6/10/2015)
RR
New Jersey
(3/9/2015)
IAR
New Jersey
(3/31/2025)
RR
New York
(4/30/2018)
RR
North Carolina
(12/18/2020)
RR
Pennsylvania
(3/9/2015)
IAR
Pennsylvania
(3/31/2025)
RR
South Carolina
(1/6/2020)
RR
Texas
(10/16/2019)
IAR
Texas
(3/31/2025)
RR
Virginia
(11/26/2018)
RR
Washington
(1/6/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/26/2013
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 11/22/2011
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 9/28/2009
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 4
Date: 8/27/2010
Registered Options 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#: 104555Northampton, PA

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Contact information

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