Kassidy Tanissa Jean-Charles

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

• 06/2024 → Present
  Fidelity Investments
  Smithfield, RI
• 01/2020 → 04/2021
  Winter Wyman (Now Planet Technology)
  Bedford, MA
• 05/2018 → 11/2019
  Barton Associates
  Worcester, MA
• 06/2022 → 07/2022
  Soda Digital
  Boston, MA
• 01/2015 → 05/2018
  University Of Massachusetts Amherst
  Amherst, MA
• 04/2021 → 06/2024
  Jc Medical Centers/Gutteridge Jeancharles, Md, P A
  Orlando, FL
• 12/2019 → 12/2019
  Unemployed
  Worcester, MA
• 12/2022 → 03/2023
  Ocean Spray Cranberries, Inc
  Lakeville, MA
• 09/2014 → 02/2020
  University Of Massachusetts Amherst
  Amherst, MA
• 11/2022 → 06/2024
  J Crew
  Cranston, RI
• 05/2021 → 05/2022
  Stavvy
  Boston, MA
• 09/2016 → 12/2016
  Unemployed
  Sunderland, MA
• 05/2015 → 11/2016
  Gap Inc
  Orlando, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-11-07 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Smithfield, RI
  Rumford, RI

Other Businesses

OBA-110620|OrgNmn:JCrew|Org Addr:Cranston,Rhode Isla,US|OBA Nature:Retail - clothing, shoes, and |Invst Rel:N|Title:Employee|Duties:one 4 hour saturday shift per week |StrtDt:06-24-24|TotHrs/mon:16|TrdHrs/mon:0|OBA-110619|OrgNmn:JC Medical|Org Addr:Orlando,Florida,US|OBA Nature:Private Internal Medicine Prac|Invst Rel:N|Title:Independent Contractor|Duties:I manage the HRIS system (Gusto) and payroll processing for my dads internal medicine practice. This is all done remotely and outside of worki|StrtDt:06-24-24|TotHrs/mon:4|TrdHrs/mon:0|OBA-110761|OrgNmn:Rover|Org Addr:Seattle,Washington,US|OBA Nature:Pet Sitting |Invst Rel:N|Title:Independent Contractor|Duties:I do 15-30 minute drop-in visits to feed and care for cats in the Providence, RI area. |StrtDt:06-24-24|TotHrs/mon:6|TrdHrs/mon:0|OBA-110764|OrgNmn:Ks Creations|Org Addr:Rumford,Rhode Isla,US|OBA Nature:small business for crafting an|Invst Rel:N|Title:Sole Proprietor|Duties:My shop is not currently active but if I were to reopen it, the duties would involve running my etsy shop that sells crafts and bags. |StrtDt:06-24-24|TotHrs/mon:0.01|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2024-11-01

Other Names

• Kassidy T Jean-Charles
• Kassidy Jean-Charles