Charles Nemeth Gavin
Investment adviser representative at Strategic Advisers LLC
9 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
9 years in the industry.
- Strategic Advisers LLCJul 2025 to now
- Fidelity InvestmentsMar 2023 to now
- Gino's Awards, Inc.Feb 2023 to Mar 2023
- Xavier UniversityAug 2022 to Dec 2022
- Tabco, Inc.Jun 2022 to Aug 2022
- DoordashJan 2022 to Mar 2022
- Ojm GroupSep 2021 to May 2022
- Tabco, Inc.Jun 2021 to Aug 2021
- Tabco, IncDec 2020 to Jan 2021
- Xavier UniversityAug 2020 to May 2021
- Tabco, Inc.Jun 2020 to Aug 2020
- Xavier UniversityAug 2019 to May 2020
- Mj BuildersMay 2019 to Aug 2019
- Ohio Lottery CommissionMay 2019 to Aug 2019
- Xavier UniversityJan 2019 to May 2019
- Arrabiatas Italian Restaurant/josnick, Inc.Dec 2018 to Jan 2019
- Xavier UniversityAug 2018 to Dec 2018
- Arrabiatas Italian Restaurant/josnick, Inc.May 2018 to Aug 2018
- Euclid Design and ManufacturingMar 2017 to Feb 2018
- ST. Ignatius High SchoolAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 7715665
- Firm CRD
- 104555