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Charlene M Reese

Strategic Advisers LLC

Hingham, MA

Boston, MA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

50 Derby St Ste 100, Hingham, MA 02043-3740 • United States

Boston, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Homestead Mortgage Llc Falmouth MA 12/2020 06/2022
C2 Financial Corp San Diego CA 04/2020 06/2022
William Raveis Mortgage Westford MA 08/2019 07/2020
Guaranteed Rate Boston MA 03/2019 08/2019
Bank Of America Providence RI 07/2018 03/2019
C2 Financial Corp San Diego CA 06/2009 07/2018
Fidelity Investments Littleton MA 06/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2020 → 06/2022
    Homestead Mortgage Llc
    Falmouth, MA
  • 04/2020 → 06/2022
    C2 Financial Corp
    San Diego, CA
  • 08/2019 → 07/2020
    William Raveis Mortgage
    Westford, MA
  • 03/2019 → 08/2019
    Guaranteed Rate
    Boston, MA
  • 07/2018 → 03/2019
    Bank Of America
    Providence, RI
  • 06/2009 → 07/2018
    C2 Financial Corp
    San Diego, CA
  • 06/2022 → Present
    Fidelity Investments
    Littleton, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Hingham, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-07
  • S66 Uniform Combined State Law Examination
    2022-10-07
Other Names
  • Charlene Marie Schillizzi
  • Charlene Marie Reese
  • Charlene Reese

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ONE CHARLES PRIVATE WEALTH
PATRIOT MULLARE ASSOCIATES, INC
ALLEGIANCE FINANCIAL SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
GLOBAL VIEW CAPITAL MANAGEMENT LLC
RAYMOND JAMES & ASSOCIATES, INC.
GORMAN FINANCIAL MANAGEMENT

Other Investors

FRANK O'BRIEN
PATRICK JOSEPH LANGAN
PATRICK J MCAULIFFE
Bryan K Turner
Daniel David Le
Christopher E Fahey
Andrew DAMIEN Burns
DAVID G CAPELLE

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HINGHAM, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HINGHAM, MA
ONE CHARLES PRIVATE WEALTH · HINGHAM, MA
PATRIOT MULLARE ASSOCIATES, INC · HINGHAM, MA
ALLEGIANCE FINANCIAL SERVICES, INC. · HINGHAM, MA
AMERIPRISE FINANCIAL SERVICES, LLC · Hingham, MA
GLOBAL VIEW CAPITAL MANAGEMENT LLC · HINGHAM, MA
RAYMOND JAMES & ASSOCIATES, INC. · Hingham, MA

More in Hingham, MA

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