Charles Murray Ferguson
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2023 to now
- Gebhardt BmwJun 2021 to Jul 2021
- Domino's PizzaMay 2021 to Jun 2021
- Domino's PizzaNov 2020 to Jan 2021
- Domino's PizzaJun 2020 to Aug 2020
- Fighting4freedomApr 2020 to Mar 2023
- Legend Financial Advisors, Inc.Dec 2019 to Jan 2020
- Momentum 360Aug 2019 to Oct 2019
- Legend Financial Advisors, Inc.Dec 2018 to Jan 2019
- Pennsylvania State UniversityJun 2018 to Dec 2022
- Legend Financial Advisors, Inc.Aug 2017 to Apr 2018
- Hampton High SchoolAug 2014 to Jun 2018
- Pittsburgh Field ClubApr 2014 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 7710126
- Firm CRD
- 104555