Charles P. Head

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2020 → 07/2021
  The Vanguard Group, Inc.
  Malvern, PA
• 07/2004 → 01/2020
  Tiaa
  Philadelphia, PA
• 01/2020 → 09/2020
  Unemployed
  Wayne, PA
• 10/2021 → Present
  Fidelity Investments
  Wayne, PA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-12-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Wayne, PA
• 2020-10-19 → 2021-08-11
  Vanguard Advisers, Inc.
  Malvern, PA

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-11-16

Designations

• Chartered Financial Consultant

Other Names

• Charlie Head
• Charles Patrick Head
• Charles Head