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Charles Simeon Steele

Strategic Advisers LLC

Westwood, MA

Medfield, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-08
MA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-01-08
  • MA RA
    APPROVED
    Since 2025-03-31

Branch Locations

109 University Ave Ste 107, Westwood, MA 02090-2306 • United States

Medfield, MA • 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 Westwood MA 11/2024 Present
United States Army Fort Campbell KY 07/2020 11/2024
Unemployed Melrose MA 06/2020 07/2020
Bellevue Golf Club Melrose MA 11/2019 06/2020
Arthur J. Gallagher Boston MA 07/2018 11/2019
Unemployed Melrose MA 05/2018 07/2018
College Of The Holy Cross Worcester MA 08/2017 05/2018
A. Duie Pyle Northborough MA 01/2018 04/2018
Arthur J. Gallagher Boston MA 05/2017 08/2017
College Of The Holy Cross Worcester MA 08/2016 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 11/2024 → Present
    Fidelity Investments
    Westwood, MA
  • 07/2020 → 11/2024
    United States Army
    Fort Campbell, KY
  • 06/2020 → 07/2020
    Unemployed
    Melrose, MA
  • 11/2019 → 06/2020
    Bellevue Golf Club
    Melrose, MA
  • 07/2018 → 11/2019
    Arthur J. Gallagher
    Boston, MA
  • 05/2018 → 07/2018
    Unemployed
    Melrose, MA
  • 08/2017 → 05/2018
    College Of The Holy Cross
    Worcester, MA
  • 01/2018 → 04/2018
    A. Duie Pyle
    Northborough, MA
  • 05/2017 → 08/2017
    Arthur J. Gallagher
    Boston, MA
  • 08/2016 → 05/2017
    College Of The Holy Cross
    Worcester, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-03-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westwood, MA
    Medfield, MA
    Medfield, MA
Other Businesses

OBA-114615|OrgNmn:YouTube|Org Addr:Medfield,Massachuse,US|OBA Nature:Self-operated YouTube channel |Invst Rel:N|Title:Content Creator|Duties:Produce on average two videos per week when able. I am under no obligation to complete these tasks.|StrtDt:11-12-22|TotHrs/mon:12|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-25
  • S66 Uniform Combined State Law Examination
    2025-02-25
Other Names
  • Charles Steele

View on SEC IAPD

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STAGE HARBOR FINANCIAL · WESTWOOD, MA
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