EP Wealth Advisors
47yrs
Top advisor by experience in Torrance
11yrs
Christopher Date
Financial advisor at Strategic Advisers
Christopher Date is a fiduciary financial advisor in Torrance, California, with 11 years in the industry. After five years at Fidelity Personal and Workplace Advisors and a year at Citigroup Global Markets, Christopher joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Strategic Advisers reports being paid through a percentage of assets and flat fees.
One of 509 advisors with offices in Torrance, and one of 441 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?More experience than 63% of advisors at Strategic Advisers
Office21701 Hawthorne Blvd, Torrance, CA 90503
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2020 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Mar 2019 – Jul 2020Citigroup Global Markets Inc.Previously
- May 2018 – Feb 2019MML Investors Services, LLCPreviously
- Dec 2016 – Apr 2018J.P. Morgan Securities LLCPreviously
- Jan 2016 – Dec 2016MerrillPreviously
- Oct 2015 – Dec 2015Waddell & ReedPreviously
Contact Christopher
(617) 563-7000Firm headquarters in Boston, MA. Ask for Christopher. 21701 Hawthorne BlvdTorrance, CA 90503Office · Get directions
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Questions to ask Christopher
Tailored to Christopher’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Christopher
How do I contact Christopher?
Call Strategic Advisers at (617) 563-7000 and ask for Christopher Date. Christopher works from the Torrance, CA office.
How long has Christopher been a financial advisor?
Christopher has been in the industry since 2015, about 11 years. More experience than 63% of advisors at Strategic Advisers.
What licenses does Christopher hold?
Series 66. Tap any license on this page to see what it allows.
Is Christopher a fiduciary?
Christopher is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Christopher paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Christopher for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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