Christopher Olivarez, financial advisor Sunnyvale CA
90 score

Christopher Olivarez

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Christopher J. Olivarez
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • CA
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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