Best Investors Account Sign in

Charles Bollard

Strategic Advisers LLC

Irvine, CA

Rancho Mission Viejo, CA

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

2211 Michelson Drive Suites 100 & 120, Irvine, CA 92612-1386 • United States

Rancho Mission Viejo, CA • 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
Utah Valley University Orem UT 10/2015 Present
The Results Companies Llc Provo UT 07/2017 10/2018
Goldman Sachs Draper UT 07/2019 11/2019
Massachusetts Mutual Life Insurance Co. Lehi UT 02/2021 07/2021
Tucanos Brazilian Grill Provo UT 12/2016 02/2017
Fidelity Investments Salt Lake City UT 07/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2015 → Present
    Utah Valley University
    Orem, UT
  • 07/2017 → 10/2018
    The Results Companies Llc
    Provo, UT
  • 07/2019 → 11/2019
    Goldman Sachs
    Draper, UT
  • 02/2021 → 07/2021
    Massachusetts Mutual Life Insurance Co.
    Lehi, UT
  • 12/2016 → 02/2017
    Tucanos Brazilian Grill
    Provo, UT
  • 07/2021 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Irvine, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-11
S63 Uniform Securities Agent State Law Examination 2021-12-16
  • S66 Uniform Combined State Law Examination
    2022-11-11
  • S63 Uniform Securities Agent State Law Examination
    2021-12-16
Other Names
  • Charles Clayton Bollard
  • Charlie Bollard
  • Charles Bollard

View on SEC IAPD

Other Firms

VISTA POINT ASSET MANAGEMENT LLC
PRINCIPAL SECURITIES, INC.
GALLAGHER FIDUCIARY ADVISORS, LLC
EQUITABLE ADVISORS, LLC
INTEGRATED WEALTH CONCEPTS LLC
VANDERBILT ADVISORY SERVICES
THE BALDWIN GROUP WEALTH ADVISORS, LLC
BENEFIT FINANCIAL SERVICES GROUP

Other Investors

ANH THICAM NGUYEN
HAN CHEN
Wade Allen Jones
Sylvia Yoonhee Ahn
Adam Jehad Salman
Charles Edward Gallagher
KAREN LOMAS
Arvind Mehta

Other Offices

VISTA POINT ASSET MANAGEMENT LLC · IRVINE, CA
PRINCIPAL SECURITIES, INC. · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
EQUITABLE ADVISORS, LLC · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
EQUITABLE ADVISORS, LLC · IRVINE, CA

More in Irvine, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor