Christopher M. Collier
STRATEGIC ADVISERS LLC | Vice President, Executive Planning Consultant
WEST LINN, OR
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CRD#: 4769082
Professional summary
Christopher M Collier, CFP®, CPWA®, who also goes by Christopher Madison Collier, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in West Linn, Oregon and FIDELITY BROKERAGE SERVICES LLC located in Chandler, Arizona.
Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Christopher has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
As an Executive Planning Consultant, I assist executives with their workplace benefits and financial planning needs. I accomplish this by taking clients through a collaborative process that links larger life circumstances to longer-term financial well-being. I look forward to having a conversation with you about your aspirations and how the Fidelity Executive Services team can benefit you.
Question & Answer
What are your service offerings?
Estate Planning
Tax Planning
Retirement Income Management
Investment Planning
Retirement Planning
Comprehensive Financial Planni...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Christopher Madison Collier
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 M Collier'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: 2014
CPWA®
Start date: 2020-06-03
Expire date: 2024-05-31
Education
University of Southern California
Bachelor of Arts (BA) - Economics
2005
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: Oregon Other, Salem, OR 97301RIA
CRD#: 104555
WEST LINN, OR
Current
April 30, 2015 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 7001 West Ray Road Chandler Pavilions, Chandler, AZ 85226BD
CRD#: 7784
Chandler, AZ
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
WEST LINN, OR
Past
May 21, 2015 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
TIGARD, OR
Past
October 1, 2012 - April 20, 2015
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
PORTLAND, OR
Past
October 1, 2012 - April 20, 2015
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
PORTLAND, OR
Past
May 1, 2012 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
RIA
CRD#: 25574
PORTLAND, OR
Past
April 20, 2012 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
PORTLAND, OR
Past
January 3, 2011 - April 18, 2012
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
BD
CRD#: 102920
NEW YORK, NY
Past
April 14, 2009 - January 3, 2011
JPMORGAN DISTRIBUTION SERVICES, INC.
BD
CRD#: 104234
COLUMBUS, OH
Past
November 11, 2004 - March 10, 2009
COREBRIDGE CAPITAL SERVICES, INC.
BD
CRD#: 13158
JERSEY CITY, NJ
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(9/18/2020)
RR
Alaska(4/23/2020)
RR
Arizona(10/20/2015)
RR
California(4/30/2015)
RR
Colorado(10/2/2020)
RR
District of Columbia(3/25/2023)
RR
Florida(11/21/2017)
RR
Georgia(9/9/2022)
RR
Hawaii(4/23/2020)
RR
Idaho(4/30/2015)
RR
Illinois(4/23/2020)
RR
Indiana(5/19/2023)
RR
Maryland(2/12/2021)
RR
Massachusetts(9/9/2022)
RR
Minnesota(4/9/2021)
RR
Missouri(3/12/2021)
RR
Montana(8/26/2015)
RR
Nevada(5/6/2022)
RR
New Jersey(5/6/2022)
RR
New Mexico(4/23/2020)
RR
New York(1/19/2022)
RR
North Carolina(7/8/2022)
RR
Ohio(3/26/2023)
RR
Oklahoma(11/21/2017)
RR
Oregon(4/30/2015)
IAR
Oregon(3/31/2025)
RR
Pennsylvania(3/2/2024)
RR
South Carolina(1/29/2018)
RR
Tennessee(5/3/2024)
RR
Texas(1/4/2017)
IAR
Texas(3/31/2025)
RR
Utah(3/30/2023)
RR
Virginia(7/2/2015)
RR
Washington(5/8/2015)
RR
Wisconsin(10/15/2025)
RR
Wyoming(3/30/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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
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
Vice President, Executive Planning ConsultantCRD#: 104555West Linn, ORTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
