Chance Krainik, financial advisor Mission Viejo CA
90 score

Chance Krainik

CRD Number: 5902273
Current Firm: Strategic Advisers, Inc.

Chance Krainik (CRD# 5902273) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Mission Viejo, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investment American Fork, UT Mar 2011 - Current 5
Storesonline Inc. Orem, UT Jan 2011 - Feb 2011 < 1
Utah Valley University Orem, UT Aug 2010 - Dec 2010 < 1
My Dentist Inc. Westminster, CO Aug 2007 - Sep 2010 3
Incite Marketing Provo, UT Dec 2009 - Jun 2010 < 1
Utah Valley University Orem, UT Aug 2008 - Apr 2010 1
Flagship Financial Group LLC Lehi, UT Oct 2008 - Apr 2009 < 1
Utah Valley University Provo, UT Oct 2007 - Feb 2009 1
The Church Of Jesus Christ Of Latter Day Saints Lisboa, Jul 2005 - Jul 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2011
S65 NASAA Investment Advisors Law Examination May 2014
Contact Info for Chance J. Krainik
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • CA
  • 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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