Charles T. Dugan

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

IL RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Chicago, IL • 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

Organization	City	State	From	To
Morgan Stanley	Deerfield	IL	03/2017	08/2020
Unemployed	Lake Forest	IL	06/2013	03/2017
Morgan Stanley Private Bank, National Association	New York	NY	05/2017	08/2020
Fidelity Investments	Highland Park	IL	08/2020	Present
Fidelity Investments	Boston	MA	03/2025	Present

03/2017 → 08/2020

Morgan Stanley

Deerfield, IL
06/2013 → 03/2017

Unemployed

Lake Forest, IL
05/2017 → 08/2020

Morgan Stanley Private Bank, National Association

New York, NY
08/2020 → Present

Fidelity Investments

Highland Park, IL
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2020-09-21 → 2025-03-31

Fidelity Personal And Workplace Advisors

Highland Park, IL
2017-06-06 → 2020-08-11

Morgan Stanley

Deerfield, IL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-06-06

S66 Uniform Combined State Law Examination

2017-06-06

Other Names

Charles Thomas Dugan

View on SEC IAPD

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