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Christopher Evans Moreland

Christopher E. Moreland

STRATEGIC ADVISERS LLC | Investment Consultant
AUSTIN, TX
Some features on this profile are disabled
CRD#: 5258245
Christopher Evans Moreland

Professional summary

Christopher Evans Moreland, who also goes by Christopher Moreland, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Austin, Texas and FIDELITY BROKERAGE SERVICES LLC located in Austin, Texas.

Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Christopher has worked at 8 firms and has passed the Series 66, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.

Biography

I partner with my clients, to design and execute a financial blueprint for their retirement. Together we develop, implement, and maintain comprehensive plans that strive for long-term financial goals.
top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Christopher Moreland

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 Evans Moreland'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®
None

Education

St. Edward's University

Bachelor of Science (BS) - Finance

2006

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 11501 Alterra Pkwy Ste 115 & 500, Austin, TX 78758
RIA
CRD#: 104555
AUSTIN, TX
Current

July 26, 2022 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 11501 Alterra Pkwy Ste 115 & 550, Austin, TX 78758
BD
CRD#: 7784
Austin, TX
Past

July 29, 2022 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
AUSTIN, TX
Past

April 18, 2016 - May 31, 2022

KESTRA ADVISORY SERVICES, LLC

RIA
CRD#: 283330
AUSTIN, TX
Past

April 15, 2011 - September 22, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA
CRD#: 42046
AUSTIN, TX
Past

April 15, 2011 - May 31, 2022

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
AUSTIN, TX
Past

January 2, 2009 - May 5, 2010

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
DALLAS, TX
Past

October 2, 2007 - January 2, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA
CRD#: 6694
DALLAS, TX
Past

September 27, 2007 - May 5, 2010

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
DALLAS, TX
Past

January 10, 2007 - July 16, 2007

FOX & COMPANY INVESTMENTS INC.

BD
CRD#: 18517
DALLAS, TX

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
California
(3/2/2024)
RR
Colorado
(7/19/2024)
RR
Florida
(5/8/2023)
RR
Texas
(7/26/2022)
IAR
Texas
(3/31/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/19/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/9/2007
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 4/7/2016
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/10/2013
General Securities 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

Investment ConsultantCRD#: 104555Austin, TX

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