Christian D. Magnolia

STRATEGIC ADVISERS LLC | Investment Consultant

BALTIMORE, MD

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CRD#: 7186965

Professional summary

Christian D'arcy Magnolia JR., who also goes by Christian D Arcy Magnolia Jr., Christian D'arcy Magnolia Jr., Christian Darcy Magnolia Jr., Chris Magnolia, Christian Darcy Magnolia, Christian Magnolia, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Baltimore, Maryland and FIDELITY BROKERAGE SERVICES LLC located in Towson, Maryland.

Christian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Christian has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Biography

As an Investment Consultant, I work with my clients to build a financial plan tailored to their specific needs and goals. We work together to understand where they are today and look at strategies to move them toward where they want to go. I am very passionate about planning and believe in educating and empowering my clients on the topic of finance.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

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 Christian D'arcy Magnolia JR.'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®

None

Education

Salisbury University

Bachelor of Science (BS) - Finance, Concentration in Financial Planning and Investments

2019

Salisbury University

Bachelor of Science (BS) - Business Management

2019

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 610 York Road, Towson, MD 21204

RIA

CRD#: 104555

BALTIMORE, MD

Current

August 25, 2021 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 610 York Road, Towson, MD 21204

CRD#: 7784

Towson, MD

Past

September 2, 2021 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

TYSONS CORNER, VA

Past

October 16, 2020 - July 2, 2021

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

BETHESDA, MD

Past

August 15, 2020 - July 2, 2021

PARK AVENUE SECURITIES LLC

CRD#: 46173

BETHESDA, MD

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".

STRATEGIC ADVISERS LLC

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.

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

California
(8/16/2022)

Delaware
(3/7/2024)

District of Columbia
(4/21/2022)

Florida
(8/31/2022)

Maryland
(8/31/2021)

IAR

Maryland
(3/31/2025)

Massachusetts
(3/21/2023)

New Jersey
(10/28/2022)

New York
(12/16/2022)

North Carolina
(2/10/2023)

Oregon
(3/15/2023)

Pennsylvania
(4/21/2022)

Virginia
(8/25/2021)

West Virginia
(4/4/2022)

Wyoming
(12/16/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/17/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/14/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 3/12/2020

Securities Industry Essentials Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

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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

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 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	Cover Page	Report

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Christian D. Magnolia

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christian D'arcy Magnolia JR.'s CRS (Customer Relationship Summary).

Certified licenses

Education

Salisbury University

Salisbury University

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/17/2020

Series 7TO

Date: 8/14/2020

SIE

Date: 3/12/2020

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

Contact information

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