Charles D. Rego
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2026 to now
- Fidelity InvestmentsSep 2024 to now
- UnemployedJul 2024 to Sep 2024
- Rooftop Power CoFeb 2024 to Jul 2024
- Venture Home SolarNov 2023 to Jan 2024
- Sunrun IncNov 2023 to Nov 2023
- Trinity SolarMar 2021 to Oct 2023
- TransamericaOct 2020 to Feb 2021
- Price Rite (prrc)Oct 2019 to Oct 2020
- NextsourceAug 2019 to Mar 2020
- University of Rhode IslandMar 2019 to Aug 2019
- Rhode Island Democratic PartySep 2018 to Nov 2018
- The Wendys CompanyJul 2018 to Sep 2018
- Seekonk Grand PrixJun 2018 to Jul 2018
- Pawtucket Red SoxMay 2017 to Sep 2017
- University of Rhode IslandDec 2016 to May 2017
- Daymon Interactions and Advantage SolutionsOct 2016 to Feb 2019
- Cicilline for CongressSep 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 3 states (MA, RI, 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
- 7987031
- Firm CRD
- 104555