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CS

Christina A. Stephenson

STRATEGIC ADVISERS
LEXINGTON, KY
Some features on this profile are disabled
CRD#: 6022773
CS

Professional summary

Christina A. Stephenson, AIF®, CFP®, who also goes by Christina Crank, Christina Gilgor, Christina Ann Stephenson, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Lexington, Kentucky and FIDELITY BROKERAGE SERVICES LLC located in Lexington, Kentucky.

Christina is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Christina has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Christina Crank | Christina Gilgor | Christina Ann Stephenson

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 Christina A. Stephenson'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®
AIF®

Accredited Investment Fiduciary

CFP®

Certified Financial Planner

Start date: 2015

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 161 Lexington Green Circle Suite 195, Lexington, KY 40503
RIA
CRD#: 104555
LEXINGTON, KY
Current

July 19, 2023 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 161 Lexington Green Circle Suite 195, Lexington, KY 40503
BD
CRD#: 7784
Lexington, KY
Past

July 21, 2023 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
INDIANAPOLIS, IN
Past

October 6, 2017 - June 20, 2023

NATIONWIDE INVESTMENT ADVISORS, LLC

RIA
CRD#: 142373
COLUMBUS, OH
Past

October 6, 2017 - June 20, 2023

NATIONWIDE INVESTMENT SERVICES CORPORATION

BD
CRD#: 7110
FRANKFORT, KY
Past

August 31, 2016 - October 4, 2017

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
CINCINNATI, OH
Past

June 17, 2016 - October 4, 2017

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
CINCINNATI, OH
Past

July 14, 2015 - May 19, 2016

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
LEXINGTON, KY
Past

June 16, 2015 - May 19, 2016

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
LEXINGTON, KY
Past

January 21, 2014 - March 20, 2015

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
LEXINGTON, KY
Past

November 4, 2013 - March 20, 2015

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
LEXINGTON, KY

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
(1/4/2024)
RR
Florida
(1/6/2024)
RR
Illinois
(7/3/2024)
RR
Indiana
(5/9/2024)
RR
Kentucky
(7/19/2023)
IAR
Kentucky
(3/31/2025)
RR
Massachusetts
(5/3/2024)
RR
Mississippi
(6/30/2025)
RR
Missouri
(5/9/2024)
RR
Nebraska
(1/4/2024)
RR
New York
(4/30/2024)
RR
Ohio
(1/6/2024)
RR
Tennessee
(1/6/2024)
RR
Virginia
(3/1/2024)
RR
West Virginia
(1/9/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/10/2013
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 7
Date: 11/4/2013
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)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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#: 104555Lexington, KY

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