DAVID CHRISTIAN
Investment Adviser & Broker
CRD#: 7784
David Christian is an Investment Adviser (IA) and Broker (B) with over 13 years of experience in investment and wealth management. He is currently registered with Fidelity Brokerage Services LLC and Strategic Advisers LLC.

He provides personalized investment guidance to clients across multiple U.S. states, leveraging extensive experience in financial planning, portfolio management, and capital preservation.

WhatsApp: +1 231 373 9827
Email: david.christian@xtrade-fx.com
My services
  • For private clients
    For Private Clients
    I provide comprehensive investment advisory services tailored to each client’s financial goals, situation, and risk tolerance. My approach combines long-term strategy with disciplined portfolio management to help preserve and grow wealth.

    Key Services:

    • Personalized investment strategies based on individual objectives
    • Active and long-term portfolio management
    • Capital preservation and risk management
    • Tactical asset allocation and portfolio rebalancing
    • Access to U.S. and international markets
    • Support for day trading and active trading strategies, when applicable
    • Transparent reporting and ongoing client support
  • Corporate & Institutional Services
    I work with companies, funds, and financial departments to provide independent investment consulting and strategic capital management. My services are tailored to optimize capital allocation, manage risk, and support long-term financial objectives.

    Key Services:
    • Institutional portfolio structuring and management
    • Asset allocation and risk assessment
    • Liquidity planning and optimization
    • Market entry strategies for U.S. and EU markets
    • Support for external investment desks
    • Long-term capital planning
    • Discreet strategic advisory for executive-level decisions
    These solutions are designed for private firms, family offices, and financial institutions seeking to maximize investment efficiency and manage exposure effectively.
View License
Work experience and practice
With 13+ years of experience in finance and investment management, I provide expert guidance to help clients grow and protect their wealth.
Key Positions

🔹 2012 – Present
Broker, Fidelity Brokerage Services LLC
— Managing investment strategies for clients across multiple U.S. states
— Supporting portfolio management and financial planning activities

🔹 2013 – 2018 / 2025 – Present
Investment Adviser, Strategic Advisers LLC
— Providing personalized investment advice and long-term portfolio management
— Advising private clients, firms, and institutions on capital allocation and risk management

🔹 2018 – 2025
Investment Adviser, Fidelity Personal and Workplace Advisors
— Delivering tailored investment strategies for individual and corporate clients

🔹 Independent Analyst / Consultant
— Providing outsourced investment analysis and advisory services to companies, funds, and financial departments
— Supporting portfolio structuring, risk management, and strategic capital planning

🎓 Education:
— Master's in Business, Prague University of Economics
— Master's in Economics, Geneva School of Finance
Consultation Tiers
One-Time Consultation

Receive a comprehensive portfolio review, a strategy outline, and tailored recommendations. Perfect for independent investors seeking expert guidance and a clear direction for their investments.
Advisory Support
Receive continuous strategic updates, regular consultations, and market monitoring. Ideal for clients focused on long-term financial planning and sustainable asset growth.
Private Mandate / Family Office

Offering end-to-end investment management, access to exclusive instruments, long-term capital strategy, and comprehensive portfolio oversight. Designed for clients seeking a complete, hands-on approach to growing and protecting their wealth.
Licenses & Certifications

Photo Portfolio
  • Family & Personal Life
    Family is an essential part of David Christian's life. His spouse and parents have always supported him throughout his personal and professional journey. Their care, guidance, and encouragement have played a key role in shaping his success in the investment and wealth management industry.
  • Crypto Summit 2024
    David Christian participates in private meetings and consultations with corporate clients and financial institutions, discussing topics such as asset management, investment strategies, and emerging market opportunities. These discussions focus on providing actionable insights and tailored solutions for institutional investors.
  • Hobbies & Interests
    Cars and motorsport are among David Christian’s hobbies. This interest reflects his focus, precision, and drive — qualities he brings both to the track and to his approach in investment and wealth management..

Thank you for taking the time to learn more about me and my approach to investment advisory.
I work personally with each client, providing not only portfolio management but a long-term partnership built on trust, transparency, and results.
If you are seeking a reliable financial guide in the world of investments, I would be happy to discuss how I can help you achieve your financial goals.
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