Krista L. Czarnec
STRATEGIC ADVISERS LLC | Financial Consultant
WEST SUFFIELD, CT
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CRD#: 6129906
Professional summary
Krista Lee Czarnec, CFP®, who also goes by Krista Czarnec, Krista L Czarnec, Krista Lee Houston, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in West Suffield, Connecticut and FIDELITY BROKERAGE SERVICES LLC located in West Hartford, Connecticut.
Krista is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Krista has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
Each client and their family has a unique story. I have dedicated my career to understanding the needs and goals of each client and their family. Together we will utilize a suite of resources to develop the financial chapter in your unique story.
Question & Answer
What are your service offerings?
Insurance Planning
Retirement Income Management
Retirement Planning
Investment Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Krista Czarnec | Krista L Czarnec | Krista Lee Houston
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-13845|OrgNmn:Two Sisters LLC|Org Addr:Suffield,Connecticu,US|OBA Nature:Future Holding of a multi-fami|Invst Rel:Y|Title:Member|Duties:Silent partner.|StrtDt:10-14-19|TotHrs/mon:2|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Krista Lee Czarnec'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: 2022
Education
University of Southern Maine
Bachelor of Science (BS) - Nursing
1994
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 29 S Main Street Ste A02 Town Center, West Hartford, CT 06107-4211RIA
CRD#: 104555
WEST SUFFIELD, CT
Current
January 14, 2025 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 29 South Main Street Ste A02 Town Center, West Hartford, CT 06107BD
CRD#: 7784
West Hartford, CT
Past
January 17, 2025 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
WEST SUFFIELD, CT
Past
October 28, 2019 - October 15, 2024
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
WEST HARTFORD, CT
Past
October 18, 2019 - October 15, 2024
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
WEST HARTFORD, CT
Past
July 15, 2015 - October 21, 2019
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
WINDSOR, CT
Past
May 20, 2015 - October 21, 2019
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
WINDSOR, CT
Past
November 12, 2012 - May 21, 2015
VOYA FINANCIAL PARTNERS, LLC
BD
CRD#: 34815
WINDSOR, CT
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
California(1/16/2025)
RR
Colorado(5/12/2025)
RR
Connecticut(1/14/2025)
IAR
Connecticut(3/31/2025)
RR
Florida(1/16/2025)
RR
Hawaii(1/29/2025)
RR
Illinois(1/16/2025)
RR
Maine(1/16/2025)
RR
Massachusetts(1/16/2025)
RR
Michigan(1/16/2025)
RR
Nevada(5/12/2025)
RR
New Hampshire(1/16/2025)
RR
New York(1/16/2025)
RR
North Carolina(1/16/2025)
RR
Pennsylvania(5/12/2025)
RR
Rhode Island(1/16/2025)
RR
South Carolina(1/16/2025)
RR
Vermont(1/16/2025)
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
Financial ConsultantCRD#: 104555West Suffield, CTTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
