Charles Henry Parrish
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
3 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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsAug 2024 to now
- Thrivent FinancialJul 2024 to Aug 2024
- Thrivent Investment Management Inc.Jul 2024 to Aug 2024
- UnemployedApr 2024 to Jul 2024
- California Baptist UniversityAug 2023 to Apr 2024
- Harmony-emge Sd #175Jul 2023 to Aug 2023
- Ellsworth AdhesivesJun 2022 to Jul 2023
- Bradley UniversityAug 2019 to May 2023
- Big River Running CoMay 2019 to May 2020
- Kansas State UniversityMay 2018 to May 2019
- Freeburg Community High SchoolJul 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (IL, MO, 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
- 7313391
- Firm CRD
- 104555