Charles D. Rego

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

• 10/2019 → 10/2020
  Price Rite (Prrc)
  Westersfield, CT
• 03/2021 → 10/2023
  Trinity Solar
  Wall Township, NJ
• 08/2019 → 03/2020
  Nextsource
  Nashville, TN
• 12/2016 → 05/2017
  University Of Rhode Island
  Kingston, RI
• 11/2023 → 11/2023
  Sunrun Inc
  San Francisco, CA
• 10/2020 → 02/2021
  Transamerica
  Cedar Rapids, IA
• 07/2018 → 09/2018
  The Wendys Company
  Dublin, OH
• 06/2018 → 07/2018
  Seekonk Grand Prix
  Seekonk, MA
• 10/2016 → 02/2019
  Daymon Interactions And Advantage Solutions
  San Diego, CA
• 09/2024 → Present
  Fidelity Investments
  Smithfield, RI
• 09/2016 → 11/2016
  Cicilline For Congress
  Providence, RI
• 11/2023 → 01/2024
  Venture Home Solar
  New York, NY
• 05/2017 → 09/2017
  Pawtucket Red Sox
  Pawtucket, RI
• 09/2018 → 11/2018
  Rhode Island Democratic Party
  Providence, RI
• 02/2024 → 07/2024
  Rooftop Power Co
  Warwick, RI
• 03/2019 → 08/2019
  University Of Rhode Island
  Kingston, RI
• 07/2024 → 09/2024
  Unemployed
  Pawtucket, RI

Other Businesses

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Exams

• S66 Uniform Combined State Law Examination
  2026-03-02
• S63 Uniform Securities Agent State Law Examination
  2024-12-11

Other Names

• Charles D Rego
• Charles Rego