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Advisors / Colorado / Thornton
11yrs

Christopher Roach

Financial advisor at Strategic Advisers

Thornton, COFiduciary advisor
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At a glance

Experience11 years (since 2015)
How that compares ?More experience than 64% of advisors at Strategic Advisers
OfficeThornton, CO
How the firm is paid ?Percent of assets, Flat fee, Other
States licensed ?1 state

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.

Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination

Career

  1. Mar 2025 – now
    Strategic Advisers LLCCurrent firm
  2. 2018 – 2025
    Fidelity Personal and Workplace AdvisorsPreviously
  3. May 2018 – Jul 2018
    Strategic Advisers LLCPreviously

Questions to ask Christopher

Tailored to Christopher’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. 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 Roach. Christopher works from the Thornton, CO office.

How long has Christopher been a financial advisor?

Christopher has been in the industry since 2015, about 11 years. More experience than 64% of advisors at Strategic Advisers.

What licenses does Christopher hold?

Series 63, 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 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

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