Charles Dwight Bailey
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 InvestmentsNov 2023 to now
- Guardian Life Insurance CompanyMar 2023 to Oct 2023
- Park Avenue Securities LLCMar 2023 to Oct 2023
- Northwestern Mutual Wealth Management CompanyApr 2022 to Mar 2023
- Northwestern Mutual Investment Services LLCJan 2022 to Mar 2023
- Northwestern Mutual Life Insurance CompanyAug 2021 to Mar 2023
- Pedalin Pig BooneFeb 2021 to Jul 2021
- Grandfather Golf and Country ClubJul 2020 to Jan 2021
- StudentFeb 2020 to Jun 2020
- Lowes Home ImprovementJan 2018 to Jan 2020
- StudentSep 2017 to Jan 2018
- Chatham County SchoolsJun 2017 to Aug 2017
- StudentSep 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7422372
- Firm CRD
- 104555