Schaeffer Financial
47yrs
Top advisor by experience in Rockville
11yrs
Christopher Smith
Financial advisor at Strategic Advisers
Based in Rockville, Maryland, Christopher Smith is a fiduciary financial advisor with 11 years of industry experience. Christopher joined Strategic Advisers in 2025, after three years at Fidelity Personal and Workplace Advisors and two years at Amundi Pioneer Institutional Asset Management. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 424 advisors with offices in Rockville, and one of 396 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?More experience than 63% of advisors at Strategic Advisers
Office402 King Farm Blvd Suite 150, Rockville, MD 20850
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 ?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.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2022 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Aug 2016 – Jun 2018Amundi Pioneer Institutional Asset Management, Inc.Previously
Contact Christopher
(617) 563-7000Firm headquarters in Boston, MA. Ask for Christopher. 402 King Farm Blvd Suite 150Rockville, MD 20850Office · 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 Smith. Christopher works from the Rockville, MD 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 63, Series 65. 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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