Charles Igwilo

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2018 → 09/2022
  Upstart Venture Partners
  Ga, GA
• 01/2024 → Present
  Fidelity Investments
  Greenwood Village, CO
• 10/2022 → 11/2022
  Unemployed
  Ga, GA
• 10/2023 → 12/2023
  Unemployed
  Ga, GA
• 12/2022 → 09/2023
  Fabrics
  Ga, GA
• 04/2008 → 10/2018
  Global Technology Sourcing Group
  Ga, GA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-05-30 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO

Exams

• S66 Uniform Combined State Law Examination
  2024-05-24

Other Names

• Charles Igwilo
• Charles Chidi Igwilo
• Charles Chidiebele Igwilo