Charli Clifford

Strategic Advisers LLC

St. Augustine, FL

Jacksonville, FL

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Current Employers

Strategic Advisers Llc

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

Current Registrations

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

FL RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

St. Augustine, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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
Tmm Total Military Managment	Jacksonville	FL	08/2016	03/2017
Homemaker	Saint Augustine	FL	03/2017	08/2019
Turning Point Christian Academy	Saint Augustine	FL	08/2019	12/2020
Aerotek, Aston Carter	Jacksonville	FL	12/2020	05/2022
Homemaker	Saint Augustine	FL	05/2022	09/2023
Fidelity Investments	Jacksonville	FL	09/2023	Present
Fidelity Investments	Boston	MA	03/2025	Present

08/2016 → 03/2017

Tmm Total Military Managment

Jacksonville, FL
03/2017 → 08/2019

Homemaker

Saint Augustine, FL
08/2019 → 12/2020

Turning Point Christian Academy

Saint Augustine, FL
12/2020 → 05/2022

Aerotek, Aston Carter

Jacksonville, FL
05/2022 → 09/2023

Homemaker

Saint Augustine, FL
09/2023 → Present

Fidelity Investments

Jacksonville, FL
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-05-01 → 2025-03-31

Fidelity Personal And Workplace Advisors

Jacksonville, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-04-19

S66 Uniform Combined State Law Examination

2024-04-19

Other Names

Charli Marie Messer
Charli M Dibuono
Charli M Clifford

View on SEC IAPD

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