Philip Charlemagne

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

• 06/2021 → 04/2022
  First Financial Group
  Chevy Chase, MD
• 04/2021 → 05/2021
  Addison Group
  Chicago, IL
• 07/2020 → 12/2020
  Office Of The Comptroller Of The Currency
  Washington, DC
• 07/2013 → 02/2019
  Tpjc Llc
  Atlanta, GA
• 02/2019 → 08/2022
  The Plp Group, Llc
  Atlanta, GA
• 09/2021 → 04/2022
  Guardian Life Insurance Company
  Chevy Chase, MD
• 02/2022 → 04/2022
  Park Avenue Securities Llc
  Chevy Chase, MD
• 04/2022 → 08/2022
  Massmutual Life Insurance Co
  Bethesda, MD
• 04/2022 → 08/2022
  Mml Investors Services, Llc
  Bethesda, MD
• 08/2022 → 05/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Washington, DC
• 06/2017 → 08/2017
  Us Department Of Homeland Security
  Washington, DC
• 07/2024 → Present
  Fidelity Investments
  Bethesda, MD
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-08-28 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Bethesda, MD
• 2022-12-02 → 2024-05-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Washington, DC
  Bethesda, MD
• 2022-06-07 → 2022-08-15
  Mml Investors Services, Llc
  Bethesda, MD

Exams

• S66 Uniform Combined State Law Examination
  2022-05-27

Other Names

• Philip Giscard Alix Charlemagne
• Philip Giscard Al Charlemagne