Charles M. Buono

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

NJ RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

530 Route 35, Shrewsbury, NJ 07702-4139 • United States

Barnegat, NJ • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Principled Advisors	Staten Island	NY	07/2007	05/2018
Valic Financial Advisors, Inc.	Berkeley Heights	NJ	05/2018	01/2021
Fidelity Investments	Shrewsbury	NJ	01/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

07/2007 → 05/2018

Principled Advisors

Staten Island, NY
05/2018 → 01/2021

Valic Financial Advisors, Inc.

Berkeley Heights, NJ
01/2021 → Present

Fidelity Investments

Shrewsbury, NJ
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-02-09 → 2025-03-31

Fidelity Personal And Workplace Advisors

Shrewsbury, NJ
2018-07-17 → 2021-01-26

Valic Financial Advisors, Inc.

Berkeley Heights, NJ

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-07-16
S63	Uniform Securities Agent State Law Examination	2007-08-07

S65 Uniform Investment Adviser Law Examination

2018-07-16
S63 Uniform Securities Agent State Law Examination

2007-08-07

Other Names

Charles Michael Buono
Charles Buono

View on SEC IAPD

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