Charles Alexandre Hudelot

Employer firm

D.a. Davidson & Co. CRD 199

$41.8B regulatory AUM 1,050 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → 05/2023
  Fidelity Brokerage Services Llc
  Westlake, TX
• 07/2018 → 05/2023
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 05/2023 → 08/2023
  Unemployed
  Covington, WA
• 09/2023 → 10/2023
  Equitable Advisors, Llc
  New York, NY
• 10/2023 → 08/2024
  Key Investment Services Llc
  Federal Way, WA
• 09/2024 → Present
  D.A. Davidson & Co.
  Seattle, WA

Previous Registrations

• 2023-10-27 → 2024-08-08
  Key Investment Services Llc
  Federal Way, WA
  Brooklyn, OH
• 2023-09-11 → 2023-10-17
  Equitable Advisors, Llc
  Bellevue, WA
• 2018-07-13 → 2023-05-16
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2016-11-01 → 2018-07-13
  Strategic Advisers Llc
  Westlake, TX
  Bellevue, WA

Exams

• S66 Uniform Combined State Law Examination
  2015-10-06

Designations

• Certified Financial Planner

Other Names

• Charles A Hudelot