Charles Lechner

Strategic Advisers LLC

San Francisco, CA

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

CA RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

San Francisco, CA • United States

601 Larkspur Landing Circle, Larkspur, CA 94939-1722 • 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
Cinemark Theaters	Novato	CA	08/2016	08/2019
Best Collateral	Novato	CA	08/2017	03/2018
Fidelity Investments	Larkspur	CA	11/2021	Present
Full Time Education At Uc Berkeley	Berkeley	CA	08/2019	06/2021
Black Knight	San Francisco	CA	09/2021	11/2021
Fidelity Investments	Boston	MA	03/2025	Present

08/2016 → 08/2019

Cinemark Theaters

Novato, CA
08/2017 → 03/2018

Best Collateral

Novato, CA
11/2021 → Present

Fidelity Investments

Larkspur, CA
08/2019 → 06/2021

Full Time Education At Uc Berkeley

Berkeley, CA
09/2021 → 11/2021

Black Knight

San Francisco, CA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-05-22 → 2025-03-31

Fidelity Personal And Workplace Advisors

Larkspur, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-04-21
S63	Uniform Securities Agent State Law Examination	2022-05-02

S66 Uniform Combined State Law Examination

2023-04-21
S63 Uniform Securities Agent State Law Examination

2022-05-02

Other Names

Chaz Patrick Lechner
Charles Patrick Lechner

View on SEC IAPD

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