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Charles Pinckney Ryan

Strategic Advisers LLC

Plano, TX

Frisco, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

5905 Legacy Dr Suite A100, Plano, TX 75024-4118 • United States

Frisco, TX • 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
OrganizationCityStateFromTo
Kb Home Jacksonville FL 12/2016 08/2020
Outback Steakhouse Jacksonville FL 10/2013 12/2016
Fidelity Investments Jacksonville FL 08/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2016 → 08/2020
    Kb Home
    Jacksonville, FL
  • 10/2013 → 12/2016
    Outback Steakhouse
    Jacksonville, FL
  • 08/2020 → Present
    Fidelity Investments
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-04-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-07
S63 Uniform Securities Agent State Law Examination 2020-12-17
  • S66 Uniform Combined State Law Examination
    2021-04-07
  • S63 Uniform Securities Agent State Law Examination
    2020-12-17
Other Names
  • Cp Ryan
  • Charles Pinckney Ryan
  • Charles Ryan
  • Charles Pinckney Ryan

View on SEC IAPD

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