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Charles Daniel Sramek

Strategic Advisers LLC

Westlake, OH

North Royalton, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

1800 Crocker Road, Westlake, OH 44145-6958 • United States

North Royalton, OH • 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
Unemployed Walton Hills OH 01/2017 02/2017
Student Walton Hills OH 01/2007 12/2016
Axa Advisors, Llc New York NY 02/2017 02/2018
Lpl Financial Llc Hudson OH 03/2018 05/2021
Private Client Services Westlake OH 08/2021 08/2021
Fidelity Investments Westlake OH 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2017 → 02/2017
    Unemployed
    Walton Hills, OH
  • 01/2007 → 12/2016
    Student
    Walton Hills, OH
  • 02/2017 → 02/2018
    Axa Advisors, Llc
    New York, NY
  • 03/2018 → 05/2021
    Lpl Financial Llc
    Hudson, OH
  • 08/2021 → 08/2021
    Private Client Services
    Westlake, OH
  • 09/2021 → Present
    Fidelity Investments
    Westlake, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-11-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, OH
  • 2018-05-10 → 2021-06-03
    Lpl Financial Llc
    Hudson, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-05-09
  • S66 Uniform Combined State Law Examination
    2018-05-09
Other Names
  • Chuck Sramek

View on SEC IAPD

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Other Investors

GREGORY STEVEN JOHNSON
KEVIN VINCENT COONEY
DOUGLAS CARL KUHLMAN
MARNIE RENEE RANDEL
THOMAS RANDALL FAIRFAX
Ryan Christopher Smeltzer
Laurel Fitzsimmons
Michael Coletta

Other Offices

PARADIGM WEALTH MANAGEMENT, LLC · WESTLAKE, OH
HIGHLAND CONSULTING ASSOCIATES INC. · CLEVELAND, OH
HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC. · CLEVELAND, OH
COLETTA CAPITAL, LLC · WESTLAKE, OH
ATHLETES FINANCIAL ADVISERS, LLC · WESTLAKE, OH
MORGAN STANLEY · Westlake, OH
RAYMOND JAMES & ASSOCIATES, INC. · WESTLAKE, OH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WESTLAKE, OH

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