Charles Phelps
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMay 2022 to now
- JP Morgan Securities, LLCMar 2021 to May 2022
- JP Morgan Chase Bank, N.A.Feb 2021 to May 2022
- TD Ameritrade Investment Management, LLCJan 2020 to Jan 2021
- TD Ameritrade, Inc.Dec 2019 to Jan 2021
- American Savings BankApr 2019 to Dec 2019
- Edward JonesNov 2018 to Apr 2019
- American Savings BankSep 2016 to Nov 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (NM, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7008886
- Firm CRD
- 104555