Charlene Meadows

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

• 06/2013 → 12/2021
  Morgan Stanley
  Tampa, FL
• 12/2021 → Present
  Fidelity Investments
  Jacksonville, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-03-15 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Tampa, FL
  Boston, MA
  Jacksonville, FL
• 2013-07-23 → 2021-12-17
  Morgan Stanley
  Tampa, FL
  South Jordan, UT
  Tampa, FL
  Tampa, FL
• 2012-10-01 → 2013-06-07
  J.P. Morgan Securities Llc
  Beaver, WV
  Beckley, WV
• 2009-12-15 → 2012-10-01
  Chase Investment Services Corp.
  Beaver, WV
  Beckley, WV
  Beckley, WV
• 2007-11-08 → 2009-11-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charleston, WV

Exams

• S66 Uniform Combined State Law Examination
  2007-10-10
• S63 Uniform Securities Agent State Law Examination
  2005-05-16

Other Names

• Charlene Louise Bilotti
• Charlene Louise Nortum
• Charlene Louise Meadows