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Kristopher Warner Matheson

Kristopher W. Matheson

STRATEGIC ADVISERS LLC
THOMPSONS STATION, TN
Some features on this profile are disabled
CRD#: 5771508
Kristopher Warner Matheson

Professional summary

Kristopher Warner Matheson, CFP®, who also goes by Kristopher W Matheson, Kristopher Warner Matheson, Kristopher Warner Weiss, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Thompsons Station, Tennessee and FIDELITY BROKERAGE SERVICES LLC located in Franklin, Tennessee.

Kristopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Kristopher has worked at 7 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kristopher W Matheson | Kristopher Warner Matheson | Kristopher Warner Weiss

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-107345|OrgNmn:The Farm at Bible Grove|Org Addr:Franklin,Tennessee,US|OBA Nature:Non Profit Christian Retreat |Invst Rel:N|Title:Board Member|Duties:I am a non voting board member |StrtDt:02-14-24|TotHrs/mon:0.33|TrdHrs/mon:0.33|OBA-107343|OrgNmn:Trinity Yardscapes |Org Addr:Thompsons ,Tennessee,US|OBA Nature:This is a construction busines|Invst Rel:N|Title:Business owner or member|Duties:I am a member in the partnership. We have zero current projects. When we do we have no employees and all work is subcontracted. My role is |StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kristopher Warner Matheson'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®
CFP®

Certified Financial Planner

Start date: 2018

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 4031 Aspen Grove Dr Suite 490, Franklin, TN 37067-2939
RIA
CRD#: 104555
THOMPSONS STATION, TN
Current

March 26, 2024 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 4031 Aspen Grove Drive Suite 490, Franklin, TN 37067
BD
CRD#: 7784
Franklin, TN
Past

April 3, 2024 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
FRANKLIN, TN
Past

April 12, 2022 - March 1, 2024

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Nashville, TN
Past

April 12, 2022 - March 1, 2024

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Nashville, TN
Past

January 24, 2022 - October 14, 2022

TD AMERITRADE, INC.

RIA
CRD#: 7870
Nashville, TN
Past

January 24, 2022 - September 7, 2023

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
Nashville, TN
Past

January 24, 2022 - March 1, 2024

TD AMERITRADE, INC.

BD
CRD#: 7870
Nashville, TN
Past

July 13, 2018 - January 12, 2022

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
BOSTON, MA
Past

August 26, 2014 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
SACRAMENTO, CA
Past

August 19, 2014 - January 10, 2022

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SACRAMENTO, CA
Past

June 7, 2010 - August 8, 2014

MORGAN STANLEY

RIA
CRD#: 149777
ROSEVILLE, CA
Past

May 14, 2010 - August 8, 2014

MORGAN STANLEY

BD
CRD#: 149777
ROSEVILLE, 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
(3/28/2024)
RR
Arkansas
(5/30/2024)
RR
California
(3/26/2024)
RR
Florida
(5/30/2024)
RR
Georgia
(5/3/2024)
RR
Illinois
(3/28/2024)
RR
Kentucky
(3/28/2024)
RR
Massachusetts
(6/13/2024)
RR
Mississippi
(5/3/2024)
RR
Tennessee
(3/26/2024)
IAR
Tennessee
(3/31/2025)
RR
Texas
(7/19/2024)
IAR
Texas
(3/31/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/4/2010
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 6/23/2010
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 5/13/2010
General Securities Representative 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

CRD#: 104555Thompsons Station, TN

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