KRISTOPHER WARNER MATHESON is an investment adviser representative (IAR) with state registration records since 2010, appearing at 6 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2024-04-03 | 2025-03-31 | — |
| CHARLES SCHWAB & CO., INC. | 2022-04-12 | 2024-03-01 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2022-01-24 | 2023-09-07 | — |
| TD AMERITRADE, INC. | 2022-01-24 | 2022-10-14 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2022-01-12 | — |
| STRATEGIC ADVISERS LLC | 2014-08-26 | 2018-07-13 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2010-06-07 | 2014-08-08 | — |