Skip to content

Charles Harris

Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
1 stateRegistered in
$1.4TFirm assets
49 yearsFirm in business

Are you Charles Harris? Claim your profile

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

13 years in the industry.

  1. Strategic Advisers LLCAug 2026 to now
  2. Fidelity InvestmentsApr 2026 to now
  3. RetiredFeb 2025 to Apr 2026
  4. Philadelphia EaglesNov 2024 to Feb 2025
  5. Carolina PanthersSep 2024 to Nov 2024
  6. Detroit LionsMay 2021 to Sep 2024
  7. Atlanta FalconsMay 2020 to May 2021
  8. Miami DolphinsApr 2017 to May 2020
  9. University of MissouriJun 2013 to Apr 2017

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (MI).

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
8257795
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
CallContact this firm