Kristina C. Hinz
STRATEGIC ADVISERS LLC | Financial Consultant
KIRKLAND, WA
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CRD#: 6893995
Professional summary
Kristina Corrine Hinz, who also goes by Kristina Corrine Staley, Kristina Staley, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Kirkland, Washington and FIDELITY BROKERAGE SERVICES LLC located in Bellevue, Washington.
Kristina is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Kristina has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
My passion in life is helping others. As a consultant, I strive to empower my clients to take the next steps to work towards a successful plan. I promise to devote my time to understand your goals, needs, and concerns. Together we will create a customized holistic finanical plan that we'll monitor on an ongoing basis and modify as life events occur.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kristina Corrine Staley | Kristina Staley
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-9765|OrgNmn:Brand Ambassador Marketing|Org Addr:Cincinnati,Ohio,US|OBA Nature:promotional sales and marketin|Invst Rel:N|Title:Brand Ambassador of Promo sales|Duties:I will work at local festivals and promote brands such as P&G, Simple skincare, Kraft mac, etc.|StrtDt:05-23-18|TotHrs/mon:15|TrdHrs/mon:0|OBA-99524|OrgNmn:DeLille Cellars|Org Addr:Woodinvill,Washington,US|OBA Nature:Wine Producer|Invst Rel:N|Title:Employee|Duties:tasting associate at local winery|StrtDt:|TotHrs/mon:12|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Kristina Corrine Hinz'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
College of Mount Saint Joseph
Bachelor of Science (BS) - Psychology
2017
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 10500 Ne 8th Street Bellevue Place Ste 100, Bellevue, WA 98004-4303RIA
CRD#: 104555
KIRKLAND, WA
Current
February 1, 2018 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 10500 Ne 8th Street-ste 100 Bellevue Place, Bellevue, WA 98004BD
CRD#: 7784
Bellevue, WA
Past
October 11, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
COVINGTON, 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
Alaska(2/14/2018)
RR
Arizona(5/20/2021)
RR
Arkansas(3/25/2023)
RR
California(2/14/2018)
RR
Colorado(2/12/2021)
RR
Connecticut(10/8/2021)
RR
Florida(8/13/2021)
RR
Georgia(8/13/2021)
RR
Hawaii(2/14/2018)
RR
Idaho(2/14/2018)
RR
Indiana(6/4/2025)
RR
Iowa(8/14/2023)
RR
Kentucky(8/14/2023)
RR
Maryland(3/25/2023)
RR
New Hampshire(1/4/2025)
RR
New Jersey(3/4/2022)
RR
New York(2/12/2021)
RR
Ohio(8/15/2023)
RR
Oregon(2/14/2018)
RR
Pennsylvania(5/13/2020)
RR
Texas(3/7/2022)
IAR
Texas(3/31/2025)
RR
Virginia(7/19/2024)
RR
Washington(2/14/2018)
IAR
Washington(3/31/2025)
RR
Wisconsin(7/14/2021)
Exams
State Security Law Exam
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
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Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Kirkland, WATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
