Charles Trucks

Strategic Advisers LLC

Jacksonville, FL

Jacksonville, FL

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-09-09
TX	RA	APPROVED	2025-09-04

FL RA
APPROVED

Since 2025-09-09
TX RA
APPROVED

Since 2025-09-04

Branch Locations

Jacksonville, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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

Organization	City	State	From	To
Fidelity Investments	Jacksonville	FL	08/2024	Present
Unemployed	Tallahassee	FL	01/2024	04/2024
Helium-3 Ventures	New York City	NY	03/2022	04/2023
Mandarin High School	Jacksonville	FL	08/2016	05/2020
Fidelity Investments	Jacksonville	FL	05/2024	07/2024
United States Senate	Washington District Of Columbia	DC	06/2018	06/2018
Florida State University	Tallahassee	FL	05/2020	12/2023

08/2024 → Present

Fidelity Investments

Jacksonville, FL
01/2024 → 04/2024

Unemployed

Tallahassee, FL
03/2022 → 04/2023

Helium-3 Ventures

New York City, NY
08/2016 → 05/2020

Mandarin High School

Jacksonville, FL
05/2024 → 07/2024

Fidelity Investments

Jacksonville, FL
06/2018 → 06/2018

United States Senate

Washington District Of Columbia, DC
05/2020 → 12/2023

Florida State University

Tallahassee, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-08-29
S63	Uniform Securities Agent State Law Examination	2024-10-28

S66 Uniform Combined State Law Examination

2025-08-29
S63 Uniform Securities Agent State Law Examination

2024-10-28

View on SEC IAPD

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