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RIA / WealthAdvisor25 years in industry

CHRISTOPHER NELSON BARNES

Advisor at THE MARSHALL FINANCIAL GROUP LLC

HUNT VALLEY, MD

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Search this name across graphsid dfx:ria:d353bab9-d336-5915-988b-52062843e5d6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Mar 21, 2001 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: THE MARSHALL FINANCIAL GROUP LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 5, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Mar 5, 2001
First registration: Mar 21, 2001
Dual registered: no
Other names: CHRISTOPHER N BARNES|CHRISTOPHER NELSON BARNES|CHRISTOPHER BARNES
IAPD individual key: 4334057

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
THE MARSHALL FINANCIAL GROUP LLC	Independent wealth	May 7, 2025	n/a	yes	HUNT VALLEY, MD	Current employment
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	Apr 24, 2025	no	BOSTON, MA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Nov 24, 2020	Mar 31, 2025	no	GREENVILLE, DE\|ROCKVILLE, MD\|LUTHERVILLE, MD	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Mar 16, 2020	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Feb 21, 2008	Jul 13, 2018	no	HUNT VALLEY, MD\|KING OF PRUSSIA, PA\|TOWSON, MD\|LUTHERVILLE, MD	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	May 5, 2004	Mar 23, 2007	no	TOWSON, PA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Mar 21, 2001	Sep 9, 2002	no	BALTIMORE, MD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
STRATEGIC ADVISERS LLC	THE MARSHALL FINANCIAL GROUP LLC	Apr 24, 2025	May 7, 2025	13	Firm change	Ibd to RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	STRATEGIC ADVISERS LLC	Sep 9, 2002	May 5, 2004	604	Firm change after gap	Wirehouse to ibd

Relationships

Registered with (4)

→ THE MARSHALL FINANCIAL GROUP LLCRegistered adviserregistration: current employment
May 7, 2025 to presentfactForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 31, 2025 to Apr 24, 2025factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Nov 24, 2020 to Mar 31, 2025factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Mar 21, 2001 to Sep 9, 2002factForm ADV

Dated events

Occurred
Apr 24, 2025
Advisor changed firm
Christopher Nelson Barnes left Strategic Advisers Llc for The Marshall Financial Group Llc (registered 2025-05-07)
Form ADVobserved 6 days ago