Charles Liu

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

• 06/2016 → 05/2018
  De Anza College
  Cupertino, CA
• 06/2018 → 06/2021
  University Of California, Santa Barbara
  Santa Barbara, CA
• 07/2021 → 09/2021
  Streamline Development
  Salt Lake City, UT
• 10/2021 → 11/2021
  Venture Data
  Orem, UT
• 11/2021 → 06/2022
  Legacy Insurance And Financial Services
  Provo, CA
• 07/2022 → Present
  Fidelity Investments
  American Fork, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-03-20 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2024-02-23
• S63 Uniform Securities Agent State Law Examination
  2022-12-09

Other Names

• Charles Pei Liu
• Charles Liu