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Advisors / New York / Bayside
4yrs

Christopher Chiu

Financial advisor at Strategic Advisers

Christopher Chiu has worked in the financial industry for 4 years and is a fiduciary financial advisor based in Bayside, New York. After two years at Fidelity Personal and Workplace Advisors, 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 23 advisors with offices in Bayside, and one of 19 fiduciaries.

Bayside, NYFiduciary advisor

At a glance

Experience4 years (since 2022)
How that compares ?4 years in the industry
OfficeBayside, NY
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.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. Mar 2025 – now
  2. May 2023 – Mar 2025
    Fidelity Personal and Workplace AdvisorsPreviously

Contact Christopher

(617) 563-7000Firm headquarters in Boston, MA. Ask for Christopher. Bayside, NYOffice · Get directions

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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 Chiu. Christopher works from the Bayside, NY office.

How long has Christopher been a financial advisor?

Christopher has been in the industry since 2022, about 4 years. 4 years in the industry.

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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