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Charles Devane

Strategic Advisers LLC

Franklin, TN

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • TN RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Franklin, TN • 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
Securian Financial Services Inc St Paul MN 11/2015 12/2020
Minnesota Life Insurance Co St Paul MN 11/2015 12/2020
Shoemaker Financial Brentwood TN 11/2015 12/2020
Massmutual Life Insurance Company Brentwood TN 10/2020 05/2022
Mml Investors Services Brentwood TN 01/2021 05/2022
Unemployed Franklin TN 06/2022 09/2022
Fidelity Investments Boston MA 09/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2015 → 12/2020
    Securian Financial Services Inc
    St Paul, MN
  • 11/2015 → 12/2020
    Minnesota Life Insurance Co
    St Paul, MN
  • 11/2015 → 12/2020
    Shoemaker Financial
    Brentwood, TN
  • 10/2020 → 05/2022
    Massmutual Life Insurance Company
    Brentwood, TN
  • 01/2021 → 05/2022
    Mml Investors Services
    Brentwood, TN
  • 06/2022 → 09/2022
    Unemployed
    Franklin, TN
  • 09/2022 → Present
    Fidelity Investments
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-12-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
    Franklin, TN
  • 2021-01-12 → 2022-05-31
    Mml Investors Services, Llc
    Brentwood, TN
  • 2016-03-17 → 2020-12-17
    Securian Financial Services, Inc.
    Brentwood, TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-02-20
  • S66 Uniform Combined State Law Examination
    2016-02-20
Other Names
  • Charles Wayne Devane
  • Charles Wayne Devane

View on SEC IAPD

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