Charlotte Nelson

Strategic Advisers LLC

Greenwood Village, CO

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

CO RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Centennial, CO • United States

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • 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
At&T Directv	Centennial	CO	05/2015	03/2017
Businessolver	Greenwood Village	CO	04/2017	04/2017
Fidelity Brokerage Services, Llc	Greenwood Village	CO	04/2017	Present
Fidelity Investments	Boston	MA	03/2025	Present

05/2015 → 03/2017

At&T Directv

Centennial, CO
04/2017 → 04/2017

Businessolver

Greenwood Village, CO
04/2017 → Present

Fidelity Brokerage Services, Llc

Greenwood Village, CO
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-02-17 → 2025-03-31

Fidelity Personal And Workplace Advisors

Greenwood Village, CO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-02-10
S63	Uniform Securities Agent State Law Examination	2017-06-27

S66 Uniform Combined State Law Examination

2022-02-10
S63 Uniform Securities Agent State Law Examination

2017-06-27

Other Names

Charlotte Rae Nelson
Charlotte Rae Latham
Charlotte Nelson

View on SEC IAPD

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