KC
Kristina Currie
STRATEGIC ADVISERS
ELK GROVE, CA
Some features on this profile are disabled
CRD#: 4800545
KC
Professional summary
Kristina Currie, who also goes by Kristina Rene Alba, Kristina Rene Currie, Kristina Kreider, Kristina Rene Simon, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Elk Grove, California and FIDELITY BROKERAGE SERVICES LLC located in Redmond, Washington.
Kristina is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Kristina has worked at 10 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kristina Rene Alba | Kristina Rene Currie | Kristina Kreider | Kristina Rene Simon
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 Kristina Currie'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®
NoneExperience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
ELK GROVE, CA
Current
November 28, 2017 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 3460 156th Ave Ne Building 8, Redmond, WA 98052BD
CRD#: 7784
Redmond, WA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SMITHFIELD, RI
Past
January 4, 2018 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
ELK GROVE, CA
Past
December 23, 2013 - November 10, 2017
NATIONWIDE INVESTMENT ADVISORS, LLC
RIA
CRD#: 142373
COLUMBUS, OH
Past
December 5, 2012 - November 10, 2017
NATIONWIDE INVESTMENT SERVICES CORPORATION
BD
CRD#: 7110
COLUMBUS, OH
Past
June 11, 2007 - December 5, 2012
FRANKLIN/TEMPLETON DISTRIBUTORS, LLC
BD
CRD#: 332
RANCHO CORDOVA, CA
Past
May 29, 2007 - June 7, 2007
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
CITRUS HEIGHTS, CA
Past
May 4, 2006 - May 29, 2007
CITICORP INVESTMENT SERVICES
BD
CRD#: 23988
CITRUS HEIGHTS, CA
Past
January 25, 2005 - May 4, 2006
LPL FINANCIAL LLC
BD
CRD#: 6413
MT. SHASTA, CA
Past
July 2, 2004 - November 23, 2004
QUEST CAPITAL STRATEGIES, INC.
BD
CRD#: 16783
LAGUNA HILLS, CA
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(3/4/2021)
RR
Alaska(3/4/2021)
RR
Arizona(4/14/2020)
RR
Arkansas(10/26/2020)
RR
California(11/28/2017)
IAR
California(3/31/2025)
RR
Colorado(7/23/2020)
RR
Connecticut(3/4/2021)
RR
Delaware(3/4/2021)
RR
District of Columbia(3/4/2021)
RR
Florida(3/4/2021)
RR
Georgia(10/26/2020)
RR
Hawaii(3/4/2021)
RR
Idaho(3/4/2021)
RR
Illinois(3/4/2021)
RR
Indiana(3/4/2021)
RR
Iowa(10/26/2020)
RR
Kansas(3/4/2021)
RR
Kentucky(10/26/2020)
RR
Louisiana(3/4/2021)
RR
Maine(3/4/2021)
RR
Maryland(3/4/2021)
RR
Massachusetts(3/4/2021)
RR
Michigan(3/4/2021)
RR
Minnesota(10/26/2020)
RR
Mississippi(3/4/2021)
RR
Missouri(3/4/2021)
RR
Montana(3/4/2021)
RR
Nebraska(10/26/2020)
RR
Nevada(4/14/2020)
RR
New Hampshire(3/4/2021)
RR
New Jersey(3/4/2021)
RR
New Mexico(3/4/2021)
RR
New York(3/4/2021)
RR
North Carolina(3/4/2021)
RR
North Dakota(10/26/2020)
RR
Ohio(10/27/2020)
RR
Oklahoma(3/4/2021)
RR
Oregon(10/22/2019)
RR
Pennsylvania(10/26/2020)
RR
Puerto Rico(3/4/2021)
RR
Rhode Island(3/4/2021)
RR
South Carolina(3/4/2021)
RR
South Dakota(3/4/2021)
RR
Tennessee(10/26/2020)
RR
Texas(10/26/2020)
IAR
Texas(3/31/2025)
RR
Utah(3/4/2021)
RR
Vermont(3/4/2021)
RR
Virgin Islands(3/4/2021)
RR
Virginia(3/4/2021)
RR
Washington(10/22/2019)
RR
West Virginia(3/4/2021)
RR
Wisconsin(3/4/2021)
RR
Wyoming(3/4/2021)
Exams
State Security Law Exam
State Security Law 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
Registered Investment Advisory firm - (8/11/1977 Approved)PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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.
