Charles Martin Gionet

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

• 08/2019 → 03/2020
  Papa Ginos
  Kingston, MA
• 12/2020 → 06/2021
  Fallon Ambulance
  Quincy, MA
• 09/2021 → 03/2023
  Pioppis Liquors
  Plymouth, MA
• 06/2014 → 08/2017
  Pembroke High School
  Pembroke, MA
• 09/2017 → 05/2024
  Bridgewater State University
  Bridgewater, MA
• 04/2023 → 06/2024
  Unemployed
  Pembroke, MA
• 07/2024 → 01/2026
  New York Life Insurance Company
  Waltham, MA
• 03/2025 → 01/2026
  Nylife Securities Llc
  Waltham, MA
• 01/2026 → Present
  Fidelity Investments
  Smithfield, RI

Exams

• S66 Uniform Combined State Law Examination
  2026-05-13
• S63 Uniform Securities Agent State Law Examination
  2025-09-25

Other Names

• Charlie Martin Gionet
• Charles Martin Gionet
• Charles Martin Gionet
• Charles Gionet