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Charles Grindstaff

Strategic Advisers LLC

Durham, NC

Beaufort, SC

CRD 2521428

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-08-31
TX RA APPROVED 2026-08-31
  • SC RA
    APPROVED
    Since 2026-08-31
  • TX RA
    APPROVED
    Since 2026-08-31

Branch Locations

100 New Millennium Way, Durham, NC 27709 • United States

Beaufort, SC • 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 Investments Durham NC 03/2024 Present
Bank Of America New York NY 11/2015 02/2021
Us Bank New York NY 08/2021 03/2024
Jp Morgan/Chase New York NY 02/2021 08/2021
  • 03/2024 → Present
    Fidelity Investments
    Durham, NC
  • 11/2015 → 02/2021
    Bank Of America
    New York, NY
  • 08/2021 → 03/2024
    Us Bank
    New York, NY
  • 02/2021 → 08/2021
    Jp Morgan/Chase
    New York, NY
Other Businesses

OBA-107899|OrgNmn:Focus Health LLC|Org Addr:Bronx,New York,US|OBA Nature:Completes payroll and invoices|Invst Rel:N|Title:Partner|Duties:PT Provide Payroll and invoice services hours approximately 5 hours per week no more than 10. Nights and weekends is sufficient.|StrtDt:08-01-22|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-24
S63 Uniform Securities Agent State Law Examination 2024-06-13
  • S66 Uniform Combined State Law Examination
    2026-08-24
  • S63 Uniform Securities Agent State Law Examination
    2024-06-13
Other Names
  • Charles Grindstaff
  • Charles Shrief Grindstaff

View on SEC IAPD

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