Charles Vance Lupton

Strategic Advisers LLC

Huntersville, NC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2026-04-24
TX	RA	APPROVED	2026-04-24

NC RA
APPROVED

Since 2026-04-24
TX RA
APPROVED

Since 2026-04-24

Branch Locations

16740 Birkdale Commons Pkwy Ste 301, Huntersville, NC 28078-4463 • United States

Charlotte, NC • 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
Cmg Financial	Mount Pleasant	SC	08/2021	09/2022
Fidelity Investments	Huntersville	NC	08/2025	Present
Five Fest, Llc	Columbia	SC	08/2019	01/2023
Playa Bowls	Charleston	SC	08/2018	02/2019
Unemployed	Charleston	SC	09/2024	11/2024
O-Ku Charleston	Charleston	SC	08/2020	01/2022
Unemployed	Mount Pleasant	SC	07/2015	07/2017
Unemployed	Mount Pleasant	SC	02/2018	07/2018
Unemployed	Charleston	SC	02/2019	05/2019
Uber Technologies, Inc.	Charleston	SC	05/2025	07/2025
Qfs Conyers, Llc	Aspen	CO	07/2024	08/2024
Clothes Bin	Mount Pleasant	SC	10/2022	12/2022
Residences At The Little Nell	Aspen	CO	11/2024	04/2025
Residences At The Little Nell	Aspen	CO	01/2023	07/2024
Crossfit Park West	Mount Pleasant	SC	08/2017	02/2018
P. F. Changs	Mount Pleasant	SC	06/2019	08/2019

08/2021 → 09/2022

Cmg Financial

Mount Pleasant, SC
08/2025 → Present

Fidelity Investments

Huntersville, NC
08/2019 → 01/2023

Five Fest, Llc

Columbia, SC
08/2018 → 02/2019

Playa Bowls

Charleston, SC
09/2024 → 11/2024

Unemployed

Charleston, SC
08/2020 → 01/2022

O-Ku Charleston

Charleston, SC
07/2015 → 07/2017

Unemployed

Mount Pleasant, SC
02/2018 → 07/2018

Unemployed

Mount Pleasant, SC
02/2019 → 05/2019

Unemployed

Charleston, SC
05/2025 → 07/2025

Uber Technologies, Inc.

Charleston, SC
07/2024 → 08/2024

Qfs Conyers, Llc

Aspen, CO
10/2022 → 12/2022

Clothes Bin

Mount Pleasant, SC
11/2024 → 04/2025

Residences At The Little Nell

Aspen, CO
01/2023 → 07/2024

Residences At The Little Nell

Aspen, CO
08/2017 → 02/2018

Crossfit Park West

Mount Pleasant, SC
06/2019 → 08/2019

P. F. Changs

Mount Pleasant, SC

Other Businesses

OBA-125851|OrgNmn:Uber|Org Addr:Charlotte,North Caro,US|OBA Nature:Uber Driver|Invst Rel:N|Title:Independent Contractor|Duties:Driving people to their destinations|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-04-23

S66 Uniform Combined State Law Examination

2026-04-23

Other Names

Charles Lupton
Charles Vance Lupton
Charles Vance Lupton

View on SEC IAPD

Other Firms

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RAYMOND JAMES & ASSOCIATES, INC.

FIFTH THIRD SECURITIES, INC.

Other Investors

ANDREW KELSEY SMITH

BRENDA HANCE PRESSLEY

RACHEL LEE POSNER

WHITNEY ANNE PAPPAS

Rodney Thomas Wendt

RICHARD GORDON FALLON

Robert William Benton

KARA Buteau KUNZ

Other Offices

CORNERSTONE WEALTH · HUNTERSVILLE, NC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Huntersville, NC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Huntersville, NC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Hunterville, NC

CORNERSTONE WEALTH · Huntersville, NC

AMERIPRISE FINANCIAL SERVICES, LLC · Huntersville, NC

MML INVESTORS SERVICES, LLC · Huntersville, NC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HUNTERSVILLE, NC

More in Huntersville, NC

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