Christopher OlivarezCRD Number: 6012410
Current Firm: Strategic Advisers, Inc.
Christopher Olivarez (CRD# 6012410) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Sunnyvale, CA and has over 4 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|Fidelity Brokerage Services LLC||Sunnyvale, CA||Jun 2015 - Current||1|
|E*trade Capital Management||Palo Alto, CA||Apr 2014 - Jun 2015||1|
|E*trade Securities LLC||Palo Alto, CA||Apr 2014 - Jun 2015||1|
|Bank Of America, N.a.||San Jose, CA||Nov 2012 - Apr 2014||1|
|Merrill Lynch, Pierce, Fenner And Smith Incorporated||San Jose, CA||Dec 2011 - Apr 2014||2|
|Student||San Jose, CA||May 2002 - Dec 2011||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2012|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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