Charles Coyne
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCJan 2026 to now
- Fidelity InvestmentsAug 2025 to now
- UnemployedAug 2024 to Jul 2025
- Fidelity InvestmentsJun 2024 to Aug 2024
- UnemployedAug 2023 to Jun 2024
- Fidelity InvestmentsJun 2023 to Aug 2023
- UnemployedAug 2022 to Jun 2023
- Granite Pier AssociationJun 2022 to Aug 2022
- UnemployedAug 2021 to Jun 2022
- LobstermanJun 2021 to Aug 2021
- UnemployedAug 2020 to Jun 2021
- Top Dog RestaurantJun 2020 to Aug 2020
- UnemployedJul 2015 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MA, 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
- 8152127
- Firm CRD
- 104555