Christoph A. Chavez
STRATEGIC ADVISERS LLC | Financial Consultant
TORRANCE, CA
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CRD#: 5971533
Professional summary
Christoph Andre Chavez, who also goes by Christoph Andre Chavez, Christopher Andre Chavez, Christopher Chavez, Christoph Chavez, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Torrance, California and FIDELITY BROKERAGE SERVICES LLC located in Torrance, California.
Christoph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Christoph has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
I work with clients to progress toward their goals through a holistic financial planning process with an emphasis on retirement planning. Throughout this process, I work to build a relationship whereby communication and transparency are paramount.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Christoph Andre Chavez | Christopher Andre Chavez | Christopher Chavez | Christoph Chavez
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-98780|OrgNmn:ChrisinSoCal|Org Addr:Torrance,California,US|OBA Nature:Youtube Channel|Invst Rel:N|Title:Content Creator|Duties:Create coin collecting content at my leisure|StrtDt:03-01-07|TotHrs/mon:6|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Christoph Andre Chavez'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
California State University Dominguez Hills
Masters of Business Administration - Business
California State University Los Angeles
Bachelor of Science (BS) - Finance
2010
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 21701 Hawthorne Blvd, Torrance, CA 90503RIA
CRD#: 104555
TORRANCE, CA
Current
September 28, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 21701 Hawthorne Blvd, Torrance, CA 90503BD
CRD#: 7784
Torrance, CA
Past
October 5, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
TORRANCE, CA
Past
March 1, 2016 - August 9, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
BURBANK, CA
Past
March 1, 2016 - August 9, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
BURBANK, CA
Past
November 17, 2011 - February 26, 2016
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
BREA, CA
Past
September 22, 2011 - February 26, 2016
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
BREA, 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
Alaska(6/8/2022)
RR
Arizona(9/23/2022)
RR
Arkansas(3/25/2023)
RR
California(9/28/2021)
IAR
California(3/31/2025)
RR
Colorado(7/8/2022)
RR
Florida(5/3/2024)
RR
Georgia(2/25/2025)
RR
Hawaii(3/18/2022)
RR
Idaho(3/25/2023)
RR
Illinois(12/18/2024)
RR
Michigan(9/29/2023)
RR
Nevada(4/4/2022)
RR
New Hampshire(3/25/2023)
RR
New York(3/1/2024)
RR
North Carolina(5/3/2024)
RR
Oklahoma(7/19/2024)
RR
Oregon(5/25/2023)
RR
Pennsylvania(7/21/2023)
RR
Tennessee(5/3/2024)
RR
Texas(10/22/2021)
IAR
Texas(3/31/2025)
RR
Virginia(3/1/2024)
RR
Washington(7/8/2022)
RR
Wisconsin(7/21/2023)
RR
Wyoming(3/1/2024)
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
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
Financial ConsultantCRD#: 104555Torrance, CATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
