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Charles Shank

Strategic Advisers LLC

Smithfield, RI

Warwick, RI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • RI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

900 Salem Street, Smithfield, RI 02917-1243 • United States

Warwick, RI • 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
T. Rowe Price Colorado Springs CO 04/2022 07/2023
The Machine Shop Colorado Springs CO 09/2013 01/2022
Fidelity Investments Smithfield RI 09/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2022 → 07/2023
    T. Rowe Price
    Colorado Springs, CO
  • 09/2013 → 01/2022
    The Machine Shop
    Colorado Springs, CO
  • 09/2023 → Present
    Fidelity Investments
    Smithfield, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
    Cumberland, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-09
S63 Uniform Securities Agent State Law Examination 2022-09-09
  • S66 Uniform Combined State Law Examination
    2024-08-09
  • S63 Uniform Securities Agent State Law Examination
    2022-09-09
Other Names
  • Charlie Leon Shank
  • Charles L Shank
  • Charles L Shank
  • Charles Shank
  • Charles Leon Shank

View on SEC IAPD

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