Cristina M. Hoffman
STRATEGIC ADVISERS LLC | Benefits & Planning Consultant, Executive Services
CENTENNIAL, CO
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CRD#: 5114701
Professional summary
Cristina M Hoffman, who also goes by Cristina Marie Giardino, Cristina Marie Hoffman, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Centennial, Colorado and FIDELITY BROKERAGE SERVICES LLC located in Salt Lake City, Utah.
Cristina is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Cristina has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 26 exams.
Biography
I help my clients create a comprehensive plan designed to pursue financial security, peace of mind, and life fulfillment. We sit on the same side of the table so I can listen to gain a deeper understanding of each client's situation, priorities, and goals and then strategize approaches together. I take personal pride in genuinely caring about each client, connecting on a deeper level, and being proactive and responsive while being an advocate for my clients.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Cristina Marie Giardino | Cristina Marie Hoffman
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.
OBA-61361|OrgNmn:Greenfield Homeowner's Association|Org Addr:Centennial,Colorado,US|OBA Nature:Board Member|Invst Rel:N|Title:Board Member, Secretary|Duties:HOA matters - neighborhood compliance, projects, etc|StrtDt:07-26-21|TotHrs/mon:3|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Cristina M Hoffman'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®
NoneEducation
Colorado State University
Bachelor of Science (BS) - Mathematics and Statistics - Actuarial Science
2001
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
CENTENNIAL, CO
Current
March 10, 2015 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 279 West South Temple, Salt Lake City, UT 84104BD
CRD#: 7784
Salt Lake City, UT
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SALT LAKE CITY, UT
Past
May 18, 2015 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
GREENWOOD VILLAGE, CO
Past
August 9, 2007 - August 5, 2014
EMPOWER FINANCIAL SERVICES, INC.
BD
CRD#: 13109
GREENWOOD VILLAGE, CO
Past
May 25, 2006 - February 7, 2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
COLORADO SPRINGS, CO
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(12/6/2016)
RR
Alaska(4/24/2015)
RR
Arizona(4/24/2015)
RR
Arkansas(12/6/2016)
RR
California(4/24/2015)
RR
Colorado(3/10/2015)
IAR
Colorado(3/31/2025)
RR
Connecticut(9/16/2015)
RR
Delaware(12/6/2016)
RR
District of Columbia(12/6/2016)
RR
Florida(9/16/2015)
RR
Georgia(4/24/2015)
RR
Hawaii(9/16/2015)
RR
Idaho(4/24/2015)
RR
Illinois(9/16/2015)
RR
Indiana(12/6/2016)
RR
Iowa(12/6/2016)
RR
Kansas(12/6/2016)
RR
Kentucky(12/6/2016)
RR
Louisiana(12/6/2016)
RR
Maine(12/6/2016)
RR
Maryland(12/6/2016)
RR
Massachusetts(12/6/2016)
RR
Michigan(12/6/2016)
RR
Minnesota(12/6/2016)
RR
Mississippi(12/6/2016)
RR
Missouri(12/6/2016)
RR
Montana(4/24/2015)
RR
Nebraska(12/6/2016)
RR
Nevada(4/24/2015)
RR
New Hampshire(12/6/2016)
RR
New Jersey(9/16/2015)
RR
New Mexico(12/6/2016)
RR
New York(9/16/2015)
RR
North Carolina(9/17/2015)
RR
North Dakota(12/6/2016)
RR
Ohio(3/23/2015)
RR
Oklahoma(12/6/2016)
RR
Oregon(4/24/2015)
RR
Pennsylvania(12/6/2016)
RR
Rhode Island(12/6/2016)
RR
South Carolina(12/6/2016)
RR
South Dakota(12/6/2016)
RR
Tennessee(12/6/2016)
RR
Texas(5/25/2015)
IAR
Texas(3/31/2025)
RR
Utah(12/6/2016)
RR
Vermont(12/6/2016)
RR
Virginia(12/6/2016)
RR
Washington(4/24/2015)
RR
West Virginia(12/6/2016)
RR
Wisconsin(12/6/2016)
RR
Wyoming(12/6/2016)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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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
Benefits & Planning Consultant, Executive ServicesCRD#: 104555Centennial, COTRUST BUT VERIFY
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Contact information
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