Charlotte Pawel

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

• 01/2020 → 05/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Antonio, TX
• 06/2016 → 01/2020
  Wells Fargo
  San Antonio, TX
• 02/2020 → 05/2023
  Bank Of America N.A.
  San Antonio, TX
• 05/2023 → Present
  Fidelity Investments
  San Antonio, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-03-20 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  San Antonio, TX
• 2020-12-03 → 2023-05-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Antonio, TX
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2020-12-02

Other Names

• Charlotte Pawel
• Charlotte Ray Pawel