CB
Christin R. Bonomonte
STRATEGIC ADVISERS LLC
HENRICO, VA
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CRD#: 6525036
CB
Professional summary
Christin R Bonomonte, who also goes by Christin Doss Bonomonte, Christin R Bonomonte, Christin Bonomonte, Christin Regina Doss, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Henrico, Virginia and FIDELITY BROKERAGE SERVICES LLC located in Smithfield, Rhode Island.
Christin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Christin has worked at 7 firms and has passed the Series 66, SIE, Series 7, Series 9 and Series 10 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Christin Doss Bonomonte | Christin R Bonomonte | Christin Bonomonte | Christin Regina Doss
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.
Business Name: Forward Foundation RVA (FKA:The Sophie House) Investment Related: No Address: 4771 Shady Grove Rd Glen Allen VA 23059 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Board of Directors Start Date: 3/1/2017 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Assist in strategic planning for the organization and developing programs/procedures for how to assist the women with classes, counseling, family services
CRS (Client Relationship Summary) - RIA
Click below to view Christin R Bonomonte'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®
NoneExperience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
HENRICO, VA
Current
October 26, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 900 Salem Street, Smithfield, RI 02917BD
CRD#: 7784
Smithfield, RI
Past
November 5, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
HENRICO, VA
Past
November 20, 2017 - December 3, 2019
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
GLEN ALLEN, VA
Past
December 16, 2016 - June 2, 2021
THE MAIN STREET GROUP
RIA
CRD#: 175502
GLEN ALLEN, VA
Past
October 19, 2016 - November 28, 2017
LPL FINANCIAL LLC
BD
CRD#: 6413
GLEN ALLEN, VA
Past
October 30, 2015 - October 26, 2016
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
GLEN ALLEN, VA
Past
August 18, 2015 - October 26, 2016
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
GLEN ALLEN, VA
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(10/29/2021)
RR
Alaska(11/4/2021)
RR
Arizona(11/9/2021)
RR
Arkansas(10/27/2021)
RR
California(10/26/2021)
RR
Colorado(10/27/2021)
RR
Connecticut(10/27/2021)
RR
Delaware(11/19/2021)
RR
District of Columbia(10/29/2021)
RR
Florida(12/22/2021)
RR
Georgia(10/27/2021)
RR
Hawaii(12/20/2021)
RR
Idaho(10/26/2021)
RR
Illinois(11/5/2021)
RR
Indiana(11/9/2021)
RR
Iowa(11/1/2021)
RR
Kansas(10/26/2021)
RR
Kentucky(10/28/2021)
RR
Louisiana(10/27/2021)
RR
Maine(10/26/2021)
RR
Maryland(10/27/2021)
RR
Massachusetts(10/27/2021)
RR
Michigan(10/28/2021)
RR
Minnesota(11/3/2021)
RR
Mississippi(10/29/2021)
RR
Missouri(10/27/2021)
RR
Montana(10/27/2021)
RR
Nebraska(10/28/2021)
RR
Nevada(11/2/2021)
RR
New Hampshire(10/27/2021)
RR
New Jersey(10/27/2021)
RR
New Mexico(10/28/2021)
RR
New York(10/28/2021)
RR
North Carolina(10/27/2021)
RR
North Dakota(11/1/2021)
RR
Ohio(10/26/2021)
RR
Oklahoma(10/28/2021)
RR
Oregon(11/2/2021)
RR
Pennsylvania(10/27/2021)
RR
Puerto Rico(11/3/2021)
RR
Rhode Island(11/3/2021)
RR
South Carolina(10/28/2021)
RR
South Dakota(11/8/2021)
RR
Tennessee(11/2/2021)
RR
Texas(10/26/2021)
IAR
Texas(3/31/2025)
RR
Utah(10/26/2021)
RR
Vermont(10/29/2021)
RR
Virgin Islands(10/28/2021)
RR
Virginia(10/27/2021)
IAR
Virginia(3/31/2025)
RR
Washington(10/28/2021)
RR
West Virginia(10/28/2021)
RR
Wisconsin(10/28/2021)
RR
Wyoming(11/2/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory 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
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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.
