Christopher J. Barnes
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
COMMACK, NY
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CRD#: 5790682
Professional summary
Christopher J Barnes, CFP®, who also goes by Christopher John Barnes, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Commack, New York and FIDELITY BROKERAGE SERVICES LLC located in Lake Grove, New York.
Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Christopher has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
My goal is to build a long-term relationship with each client based off trust and transparency. Every client's situation is unique, so I believe it is critically important for me to understand you and your family's goals, concerns, and vision for the future. I partner with each client to prioritize their goals, analyze risks, and assist in building a long-term financial plan that we will continue to monitor and modify as life changes.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Christopher John Barnes
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-100064|OrgNmn:JLBS Properties I LLC|Org Addr:Princeton,New Jersey,US|OBA Nature:LLC-Rental Property|Invst Rel:Y|Title:Member|Duties:No obligations, just investment|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Christopher J Barnes'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®
Education
New York University
Bachelor of Arts (BA) - Economics
2010
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 142 New Moriches Road, Lake Grove, NY 11755RIA
CRD#: 104555
COMMACK, NY
Current
November 21, 2016 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 142 New Moriches Road, Lake Grove, NY 11755BD
CRD#: 7784
Lake Grove, NY
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
COMMACK, NY
Past
December 6, 2016 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
GREENWICH, CT
Past
October 27, 2014 - October 27, 2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
MELVILLE, NY
Past
March 16, 2011 - October 27, 2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
MELVILLE, NY
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(1/18/2023)
RR
California(12/7/2016)
RR
Colorado(12/7/2016)
RR
Connecticut(11/21/2016)
IAR
Connecticut(3/31/2025)
RR
Delaware(1/20/2023)
RR
Florida(11/21/2016)
RR
Georgia(8/9/2017)
RR
Hawaii(4/4/2024)
RR
Maine(3/1/2024)
RR
Maryland(10/21/2019)
RR
Massachusetts(11/21/2016)
RR
Michigan(6/4/2021)
RR
Missouri(6/26/2024)
RR
Nevada(10/21/2019)
RR
New Hampshire(12/2/2016)
RR
New Jersey(11/21/2016)
RR
New York(11/21/2016)
IAR
New York(3/31/2025)
RR
North Carolina(12/8/2016)
RR
Pennsylvania(12/2/2016)
RR
Rhode Island(12/2/2016)
RR
South Carolina(8/9/2017)
RR
Texas(12/2/2016)
IAR
Texas(3/31/2025)
RR
Utah(8/13/2021)
RR
Vermont(6/19/2024)
RR
Virginia(10/21/2019)
RR
Washington(4/5/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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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Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Commack, NYTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
