Christian Furbay, financial advisor Covington KY
90 score

Christian Furbay

CRD Number: 6126640
Current Firm: Strategic Advisers, Inc.

Christian Furbay (CRD# 6126640) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Covington, KY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Covington, KY Sep 2012 - Current 4
Partner Professional Staffing Cincinnati, OH Aug 2012 - Sep 2012 < 1
Cincinnati Royals Cincinnati, OH May 2012 - Aug 2012 < 1
Morgan Stanley Smith Barney Dayton, OH Jan 2012 - May 2012 < 1
University Of Dayton Dayton, OH Aug 2008 - May 2012 3
Partner Professional Staffing Cincinnati, OH May 2011 - Aug 2011 < 1
Cincinnati Royals Cincinnati, OH May 2011 - Aug 2011 < 1
Turpin High School Cincinnati, OH May 2010 - Aug 2010 < 1
Lometz Sales Cincinnati, OH May 2010 - Aug 2010 < 1
Montgomery Inn Boathouse Cincinnati, OH Jun 2009 - Aug 2009 < 1
Skyhawks Cincinnatii, OH Jun 2009 - Aug 2009 < 1
Turpin High School Cincinnati, OH May 2009 - Aug 2009 < 1
Lometz Sales Cincinnati, OH May 2009 - Aug 2009 < 1
New England Club Cincinnati, OH Jun 2008 - Aug 2008 < 1
Montgomery Inn Boathouse Cincinnati, OH Jun 2008 - Aug 2008 < 1
Turpin High School Cincinnati, OH Aug 2004 - Jun 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2013
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Christian A. Furbay
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • KY
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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