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Charles Joseph Stein

Strategic Advisers LLC

Villanova, PA

Conshohocken, PA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

797 East Lancaster Ave Suite 100, Villanova, PA 19085-1532 • United States

Conshohocken, PA • 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
Fidelity Investments King Of Prussia PA 07/2021 Present
University Of Pittsburgh Pittsburgh PA 09/2016 02/2017
The Bank Of New York Mellon Pittsburgh PA 03/2017 06/2019
The Bank Of New York Mellon Pittsburgh PA 07/2019 06/2021
Fidelity Investments Boston MA 03/2025 Present
  • 07/2021 → Present
    Fidelity Investments
    King Of Prussia, PA
  • 09/2016 → 02/2017
    University Of Pittsburgh
    Pittsburgh, PA
  • 03/2017 → 06/2019
    The Bank Of New York Mellon
    Pittsburgh, PA
  • 07/2019 → 06/2021
    The Bank Of New York Mellon
    Pittsburgh, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-12-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    King Of Prussia, PA
    Villanova, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-11-05
  • S63 Uniform Securities Agent State Law Examination
    2021-11-05
Other Names
  • Chad Stein
  • Charles Joseph Stein

View on SEC IAPD

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Other Investors

FREDERICK P BRODIE
VINESSA RUSSONIELLO
JASON C. SAKS
EDWARD J CHRISTIANO
PRANAV S PATEL
MATTHEW D GIBSON
ERIK R SNYDER
JENNA MARIE MAIDA

Other Offices

PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C. · VILLANOVA, PA
MP NEXT CAPITAL · VILLANOVA, PA
SENTINEL ASSET MANAGEMENT, LLC · VILLANOVA, PA
J.P. MORGAN SECURITIES LLC · Villanova, PA
TRUIST ADVISORY SERVICES, INC. · WAYNE, PA
LPL FINANCIAL LLC · BRYN MAWR, PA
GREEN DRAKE ADVISORS LLC · BRYN MAWR, PA
PATRIOT FINANCIAL MANAGER, L.P. · RADNOR, PA

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