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Charles Musson

Strategic Advisers LLC

Hollis, NH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Hollis, NH • 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
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
Fidelity Investments Merrimack NH 03/2006 Present
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
  • 03/2006 → Present
    Fidelity Investments
    Merrimack, NH
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Merrimack, NH
    Hollis, NH
  • 2008-03-03 → 2018-07-13
    Strategic Advisers Llc
    Merrimack, NH
  • 2007-11-15 → 2008-02-29
    Strategic Advisers Llc
    Merrimack, NH
Other Businesses

OBA-4790|OrgNmn:Suffolk University|Org Addr:Boston,Massachuse,US|OBA Nature:University|Invst Rel:N|Title:Adjunct Professor|Duties:CFP 504 Income Tax Planning|StrtDt:09-15-14|TotHrs/mon:12|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-12-04
S63 Uniform Securities Agent State Law Examination 2006-07-14
  • S66 Uniform Combined State Law Examination
    2007-12-04
  • S63 Uniform Securities Agent State Law Examination
    2006-07-14
Other Names
  • Chuck Musson
  • Charles Musson
  • Charles Robert Musson

View on SEC IAPD

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