Cody J. Kritzer
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
LITTLE SILVER, NJ
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CRD#: 5677631
Professional summary
Cody Joseph Kritzer, CFP®, who also goes by Cody J Kritzer, Cody Joseph Kritzer, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Little Silver, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Wayne, New Jersey.
Cody is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Cody has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
As a Financial Consultant, I partner with my clients to understand their current and future goals in order to assist them with building a financial plan that is tailored to meet their unique needs. Developing strong relationships with my clients and their families is very important to me and I work hard to maintain a deep level of reliability and trust.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Retirement Income Management
Estate Planning
Education Planning
Insurance Planning
Tax Planning
Investment Planning
Retirement Planning
Comprehensive Financial Planni...
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Cody J Kritzer | Cody Joseph Kritzer
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 Cody Joseph Kritzer'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: 2017
Education
Fordham University
Bachelor of Science (BS) - Finance and Economics
2009
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #3: 57 State Route 23 West Belt Plaza, Wayne, NJ 07470-6936RIA
CRD#: 104555
LITTLE SILVER, NJ
Current
January 26, 2015 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 57 State Route 23 West Belt Plaza, Wayne, NJ 07470-6936BD
CRD#: 7784
Wayne, NJ
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
LITTLE SILVER, NJ
Past
February 3, 2015 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
WAYNE, NJ
Past
June 5, 2012 - December 22, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
PARAMUS, NJ
Past
July 29, 2010 - December 22, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
PARAMUS, 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
Arizona(4/7/2020)
RR
California(7/6/2016)
RR
Connecticut(4/23/2020)
RR
Delaware(1/26/2015)
RR
Florida(1/26/2015)
RR
Georgia(5/13/2019)
RR
Hawaii(9/27/2019)
RR
Illinois(3/25/2023)
RR
Indiana(8/13/2021)
RR
Maryland(3/4/2022)
RR
Massachusetts(8/8/2020)
RR
Michigan(12/9/2024)
RR
Missouri(12/2/2024)
RR
Nevada(4/23/2020)
RR
New Hampshire(9/27/2019)
RR
New Jersey(1/26/2015)
IAR
New Jersey(3/31/2025)
RR
New Mexico(1/7/2022)
RR
New York(1/26/2015)
RR
North Carolina(8/6/2015)
RR
Ohio(11/17/2020)
RR
Pennsylvania(1/26/2015)
RR
Rhode Island(11/11/2022)
RR
South Carolina(1/4/2019)
RR
Texas(4/23/2020)
IAR
Texas(3/31/2025)
RR
Utah(6/4/2025)
RR
Virginia(3/4/2022)
RR
Washington(8/13/2021)
RR
Wisconsin(3/25/2023)
Exams
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)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
Vice President, Financial ConsultantCRD#: 104555Little Silver, NJTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
