Charles Davis

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
KY	RA	APPROVED	2025-03-31
OH	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

KY RA
APPROVED

Since 2025-03-31
OH RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Cincinnati, OH • United States

100 Howe Drive, Covington, KY 41015-5000 • 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
Griswold Home Care Cincinnati East	Cincinnati	OH	11/2014	08/2023
Fidelity Investments	Covington	KY	01/2024	Present
Unemployed	Cincinnati	OH	08/2023	01/2024
Fidelity Investments	Boston	MA	03/2025	Present

11/2014 → 08/2023

Griswold Home Care Cincinnati East

Cincinnati, OH
01/2024 → Present

Fidelity Investments

Covington, KY
08/2023 → 01/2024

Unemployed

Cincinnati, OH
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-05-23 → 2025-03-31

Fidelity Personal And Workplace Advisors

Covington, KY

Other Businesses

OBA-106006|OrgNmn:Bronson Arroyo Band|Org Addr:Ft. Thomas,Kentucky,US|OBA Nature:Performance group|Invst Rel:N|Title:Employee|Duties:Rehearsals and performance|StrtDt:09-01-18|TotHrs/mon:15|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-05-17

S66 Uniform Combined State Law Examination

2024-05-17

Other Names

Chuck Davis
Charles Davis
Charles E Davis

View on SEC IAPD

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