Charles Rew

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

• 03/2021 → 02/2023
  Jpmorgan Chase Bank Na
  Newark, DE
• 05/2025 → Present
  Fidelity Investments
  Pensacola, FL
• 01/2017 → 03/2021
  The Vanguard Group, Inc.
  Malvern, PA
• 01/2021 → 03/2023
  Lyft, Inc.
  Phoenixville, PA
• 04/2025 → 05/2025
  Uber Technologies Inc
  Tampa, FL
• 03/2023 → 02/2024
  Wells Fargo Clearing Services, Llc
  Hockessin, DE
• 08/2016 → 01/2017
  The Vanguard Group, Inc.
  Malvern, PA
• 02/2021 → 03/2023
  Grubhub Inc.
  Phoenixville, PA
• 03/2023 → 02/2024
  Wells Fargo Bank, Na
  Hockessin, DE
• 02/2023 → 05/2025
  Cpr Capital Llc
  Tampa, FL
• 03/2021 → 02/2023
  Jpmorgan Securities Llc
  Newark, DE
• 02/2022 → 03/2023
  Airbnb, Inc
  San Francisco, CA
• 05/2025 → 05/2025
  Rover Group Inc
  Tampa, FL
• 03/2024 → 04/2025
  Total Quality Logistics
  Tampa, FL

Previous Registrations

• 2023-03-31 → 2024-02-13
  Wells Fargo Clearing Services, Llc
  Radnor, PA
  Hockessin, DE
• 2022-02-08 → 2023-03-01
  J.P. Morgan Securities Llc
  Newark, DE
• 2020-08-12 → 2021-03-24
  Vanguard Advisers, Inc.
  Malvern, PA

Other Businesses

OBA-126210|OrgNmn:Charles Rew Odd Jobs|Org Addr:Tampa,Florida,US|OBA Nature:Odd Jobs and maintenance, blue|Invst Rel:N|Title:Sole Proprietor|Duties:Odd Jobs - Blue collar work (carpentry, plumbing, tiling, home maintenance ect)|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|OBA-119276|OrgNmn:ROVER|Org Addr:Tampa,Florida,US|OBA Nature:Pet Sitting|Invst Rel:N|Title:Pet Sitter|Duties:Pet Sitting|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|OBA-125167|OrgNmn:Charles Rew Cards|Org Addr:Tampa,Florida,US|OBA Nature:Sports Cards|Invst Rel:N|Title:Sole Proprietor|Duties:Personal Collection of sports cards that I occasionally buy and sell as a hobby|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|OBA-128774|OrgNmn:CPR Consulting|Org Addr:Tampa,Florida,US|OBA Nature:Apartment locator / Tampa apar|Invst Rel:N|Title:Sole Proprietor|Duties:Speak with people about their needs for living and looking for available apartments that match|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|OBA-128657|OrgNmn:Yoeman's Topgolf Swing Suite-Tampa, FL|Org Addr:Tampa,Florida,US|OBA Nature:Sports Bar|Invst Rel:N|Title:Server's Assistant|Duties:Server's Assistant - server food and drinks|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2020-08-10
• S63 Uniform Securities Agent State Law Examination
  2017-03-23

Other Names

• Chad Rew
• Charles Rew
• Charles Prescott Rew
• Charles P. Rew
• Charles P Rew