Charles Redmond

Strategic Advisers LLC

CRD 8184800

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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:

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NH	RA	APPROVED	2026-04-07
TX	RA	APPROVED	2026-02-20

NH RA
APPROVED

Since 2026-04-07
TX RA
APPROVED

Since 2026-02-20

Branch Locations

Manchester, NH • United States

Two Contra Way, Merrimack, NH 03054-4334 • 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	Smithfield	RI	06/2024	10/2025
Boards & Brews	Manchester	NH	03/2019	03/2024
Unemployed	Bedford	NH	05/2016	06/2019
Bedford High School	Bedford	NH	08/2014	05/2018
Davenport'S Bar And Grille	East Providence	RI	04/2024	09/2024
Fidelity Investments	Smithfield	RI	10/2025	Present

06/2024 → 10/2025

Fidelity Investments

Smithfield, RI
03/2019 → 03/2024

Boards & Brews

Manchester, NH
05/2016 → 06/2019

Unemployed

Bedford, NH
08/2014 → 05/2018

Bedford High School

Bedford, NH
04/2024 → 09/2024

Davenport'S Bar And Grille

East Providence, RI
10/2025 → Present

Fidelity Investments

Smithfield, RI

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-02-17

S66 Uniform Combined State Law Examination

2026-02-17

View on SEC IAPD

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