Charles P. Last
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCAug 2026 to now
- Fidelity InvestmentsNov 2024 to now
- Bmw of SudburyJun 2023 to Nov 2024
- Fordham UniversityAug 2021 to Jun 2023
- Stop & ShopJun 2021 to Aug 2021
- Fordham UniversityAug 2020 to Jun 2021
- Bc PlatformsJun 2020 to Aug 2020
- Fordham UniversityAug 2019 to Jun 2020
- Area4 LabsJul 2019 to Aug 2019
- Wayland High SchoolAug 2018 to Jul 2019
- Rivers Day CampJun 2018 to Aug 2018
- Wayland High SchoolMay 2016 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (MA, RI).
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
- 8273019
- Firm CRD
- 104555