Charmaine Talvy

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

• 05/2015 → 02/2022
  Table Top Toys Inc.
  West Windsor, NJ
• 07/2018 → 03/2021
  Morgan Stanley
  Lawrenceville, NJ
• 01/2019 → 03/2021
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 02/2022 → Present
  Fidelity Investments
  Covington, KY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-03-25 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  West Windsor, NJ
• 2018-11-30 → 2021-03-24
  Morgan Stanley
  Lawrenceville, NJ

Exams

• S66 Uniform Combined State Law Examination
  2018-11-29

Other Names

• Charmaine Benedicto Talvy
• Charmaine B Talvy
• Charmaine Talvy