Charlotte Bergmans

Strategic Advisers LLC

West Hartford, CT

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2026-08-27
CT	RA	APPROVED	2025-03-31

VA RA
APPROVED

Since 2026-08-27
CT RA
APPROVED

Since 2025-03-31

Branch Locations

Redding, CT • United States

29 S Main Street Ste A02 Town Center, West Hartford, CT 06107-4211 • 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

Organization	City	State	From	To
Fidelity Investments	Boston	MA	12/2010	Present
Fidelity Investments	Boston	MA	03/2025	Present

12/2010 → Present

Fidelity Investments

Boston, MA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-12-04 → 2025-03-31

Fidelity Personal And Workplace Advisors

West Hartford, CT

Redding, CT

West Hartford, CT
2018-07-13 → 2023-01-26

Fidelity Personal And Workplace Advisors

Boston, MA
2011-06-27 → 2018-07-13

Strategic Advisers Llc

Stamford, CT

Other Businesses

OBA-95698|OrgNmn:Expansive Love, LLC|Org Addr:Redding,Connecticu,US|OBA Nature:Merchandise|Invst Rel:N|Title:Sole Proprietor|Duties:Design of tshirt ideas|StrtDt:01-01-23|TotHrs/mon:4|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-05-05
S63	Uniform Securities Agent State Law Examination	2003-01-03

S66 Uniform Combined State Law Examination

2011-05-05
S63 Uniform Securities Agent State Law Examination

2003-01-03

Designations

Other Names

Charlotte Alexandra Bergmans
Charlotte A Siddiqui
Charlotte Alexandra Siddiqui
Charlotte Alexandra Bergmans

View on SEC IAPD

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