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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-05-22
TX RA APPROVED 2026-05-22
  • CA RA
    APPROVED
    Since 2026-05-22
  • TX RA
    APPROVED
    Since 2026-05-22

Branch Locations

Los Angeles, CA • United States

21701 Hawthorne Blvd, Torrance, CA 90503-7001 • 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
Schlegel Park Pool Reading PA 06/2015 08/2021
Lowes Reading PA 05/2020 07/2020
Mohonk Mountain House New Paltz NY 06/2022 08/2022
Marist College Poughkeepsie NY 07/2022 01/2023
Berks Catholic Highschool Reading PA 08/2015 06/2019
Marist College Poughkeepsie NY 08/2019 Present
Fidelity Investments Smithfield RI 01/2024 Present
  • 06/2015 → 08/2021
    Schlegel Park Pool
    Reading, PA
  • 05/2020 → 07/2020
    Lowes
    Reading, PA
  • 06/2022 → 08/2022
    Mohonk Mountain House
    New Paltz, NY
  • 07/2022 → 01/2023
    Marist College
    Poughkeepsie, NY
  • 08/2015 → 06/2019
    Berks Catholic Highschool
    Reading, PA
  • 08/2019 → Present
    Marist College
    Poughkeepsie, NY
  • 01/2024 → Present
    Fidelity Investments
    Smithfield, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-13
S63 Uniform Securities Agent State Law Examination 2024-05-15
  • S66 Uniform Combined State Law Examination
    2026-05-13
  • S63 Uniform Securities Agent State Law Examination
    2024-05-15
Other Names
  • Charlie Scheel

View on SEC IAPD

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