Charles Wesley Stephenson

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2022 → Present
  Fidelity Investments
  Durham, NC
• 11/2021 → 02/2022
  Chenega Tri-Services
  San Antonio, TX
• 06/2020 → 11/2021
  Sterling Medical
  Cincinnati, OH
• 11/2019 → 05/2020
  Aafes
  San Antonio, TX
• 11/2012 → 11/2019
  United States Air Force
  San Antonio, TX
• 01/2016 → 02/2022
  University Of Maryland Global Campus
  Cary, NC
• 11/2012 → 10/2019
  Community College Of The Air Force
  Cary, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-02-29 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC

Exams

• S66 Uniform Combined State Law Examination
  2024-02-08
• S63 Uniform Securities Agent State Law Examination
  2023-02-15

Other Names

• Charles Wesley Stephenson
• Charlie Wesley Stephenson
• Charles Stephenson