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Charles Werner

Strategic Advisers LLC

Milwaukee, WI

Brookfield, WI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
WI RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • WI RA
    APPROVED
    Since 2025-03-31

Branch Locations

Milwaukee, WI • United States

600 N Barker Road, Brookfield, WI 53045-5982 • 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
OrganizationCityStateFromTo
Fidelity Investments Mequon WI 10/2023 Present
University Recreation & Wellbeing Madison WI 02/2023 05/2023
Doordash Germantown WI 05/2020 10/2023
Songbird Hills Golf Club Sussex WI 05/2021 09/2021
University Of Wisconsin-Madison Madison WI 09/2020 05/2023
University Of Wisconsin-La Crosse La Crosse WI 09/2019 05/2020
Milwaukee Country Club River Hills WI 05/2019 08/2019
Germantown High School Germantown WI 09/2015 05/2019
Dana Investment Advisors Waukesha WI 05/2022 08/2022
Pressblue Clothing Colgate WI 05/2020 09/2021
Fidelity Investments Boston MA 03/2025 Present
  • 10/2023 → Present
    Fidelity Investments
    Mequon, WI
  • 02/2023 → 05/2023
    University Recreation & Wellbeing
    Madison, WI
  • 05/2020 → 10/2023
    Doordash
    Germantown, WI
  • 05/2021 → 09/2021
    Songbird Hills Golf Club
    Sussex, WI
  • 09/2020 → 05/2023
    University Of Wisconsin-Madison
    Madison, WI
  • 09/2019 → 05/2020
    University Of Wisconsin-La Crosse
    La Crosse, WI
  • 05/2019 → 08/2019
    Milwaukee Country Club
    River Hills, WI
  • 09/2015 → 05/2019
    Germantown High School
    Germantown, WI
  • 05/2022 → 08/2022
    Dana Investment Advisors
    Waukesha, WI
  • 05/2020 → 09/2021
    Pressblue Clothing
    Colgate, WI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Mequon, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-19
  • S66 Uniform Combined State Law Examination
    2024-01-19
Other Names
  • Charlie Werner

View on SEC IAPD

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