Charles Slone

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
TX	RA	APPROVED	2025-03-31
VA	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-03-31
VA RA
APPROVED

Since 2025-03-31

Branch Locations

Alexandria, VA • United States

1725 Duke Street Suite Gr05, Alexandria, VA 22314-3457 • 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
Scotty's Brewhouse	Noblesville	IN	06/2016	11/2016
Wolfie's	Noblesville	IN	07/2016	10/2016
Northern Trust Corp.	Chicago	IL	11/2016	05/2017
Avenica	Chicago	IL	08/2017	11/2017
Fidelity Brokerage Services Llc	Denver	CO	02/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

06/2016 → 11/2016

Scotty's Brewhouse

Noblesville, IN
07/2016 → 10/2016

Wolfie's

Noblesville, IN
11/2016 → 05/2017

Northern Trust Corp.

Chicago, IL
08/2017 → 11/2017

Avenica

Chicago, IL
02/2018 → Present

Fidelity Brokerage Services Llc

Denver, CO
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2019-05-29 → 2025-03-31

Fidelity Personal And Workplace Advisors

Greenwood Village, CO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-12-12
S63	Uniform Securities Agent State Law Examination	2018-04-17

S66 Uniform Combined State Law Examination

2018-12-12
S63 Uniform Securities Agent State Law Examination

2018-04-17

Designations

Other Names

Alex Slone
Charles Alexander Slone

View on SEC IAPD

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