Christine A. Meyer
STRATEGIC ADVISERS LLC | Planning Consultant
ALAMO, CA
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CRD#: 7207905
Professional summary
Christine Ann Meyer, who also goes by Christine Ann Kautzmann, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Alamo, California and FIDELITY BROKERAGE SERVICES LLC located in Redmond, Washington.
Christine is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Christine has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Biography
I believe that building open and honest relationships with clients is at the foundation of providing superior wealth management. For me, listening is important, planning is everything, and getting out in front of clients' needs is critical. That's why meaningful conversation with clients always come first. With my advice coming from my heart and over 15 years of business experience, I strive to see the world through the client's eyes.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Christine Ann Kautzmann
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-115339|OrgNmn:Beyond Bowls|Org Addr:Danville,California,US|OBA Nature:Reselling dough bowls|Invst Rel:N|Title:Sole Proprietor|Duties:1st Sunday of every month- resell bowls at outdoor marketplace|StrtDt:12-18-24|TotHrs/mon:8|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Christine Ann Meyer'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
Southern New Hampshire University
Bachelor of Business Administration - Business
California State Poly University
Bachelor of Business Administration - Business
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: California Other, Sacramento, CA 95814RIA
CRD#: 104555
ALAMO, CA
Current
January 7, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 3460 156th Ave Ne Building 8, Redmond, WA 98052BD
CRD#: 7784
Redmond, WA
Past
February 15, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
WALNUT CREEK, CA
Past
December 4, 2020 - November 2, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
CARMEL, CA
Past
November 2, 2020 - November 2, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
CARMEL, CA
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(1/9/2023)
RR
Alaska(1/10/2023)
RR
Arizona(1/19/2023)
RR
Arkansas(1/30/2023)
RR
California(1/7/2022)
IAR
California(3/31/2025)
RR
Colorado(1/10/2023)
RR
Connecticut(1/9/2023)
RR
Delaware(1/30/2023)
RR
District of Columbia(1/12/2023)
RR
Florida(1/9/2023)
RR
Georgia(1/10/2023)
RR
Hawaii(1/27/2023)
RR
Idaho(1/10/2023)
RR
Illinois(1/18/2023)
RR
Indiana(1/9/2023)
RR
Iowa(1/9/2023)
RR
Kansas(1/9/2023)
RR
Kentucky(1/10/2023)
RR
Louisiana(1/9/2023)
RR
Maine(1/9/2023)
RR
Maryland(1/10/2023)
RR
Massachusetts(1/9/2023)
RR
Michigan(1/10/2023)
RR
Minnesota(1/11/2023)
RR
Mississippi(1/8/2023)
RR
Missouri(1/9/2023)
RR
Montana(1/9/2023)
RR
Nebraska(1/10/2023)
RR
Nevada(1/20/2023)
RR
New Hampshire(1/12/2023)
RR
New Jersey(1/9/2023)
RR
New Mexico(1/9/2023)
RR
New York(1/8/2023)
RR
North Carolina(1/10/2023)
RR
North Dakota(1/12/2023)
RR
Ohio(1/9/2023)
RR
Oklahoma(1/18/2023)
RR
Oregon(1/9/2023)
RR
Pennsylvania(1/9/2023)
RR
Puerto Rico(1/24/2023)
RR
Rhode Island(1/11/2023)
RR
South Carolina(1/11/2023)
RR
South Dakota(1/11/2023)
RR
Tennessee(1/11/2023)
RR
Texas(1/9/2023)
IAR
Texas(3/31/2025)
RR
Utah(1/9/2023)
RR
Vermont(1/9/2023)
RR
Virgin Islands(1/9/2023)
RR
Virginia(1/10/2023)
RR
Washington(1/10/2023)
RR
West Virginia(1/19/2023)
RR
Wisconsin(1/9/2023)
RR
Wyoming(1/11/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/31/2020
General Securities Representative ExaminationGeneral 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
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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.
