Charles D. Rego
Investment Adviser Representative at Strategic Advisers LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Charles D. Rego is an investment adviser representative with Strategic Advisers LLC in Attleboro, MA, where they have been registered since 2026. They have worked in the securities industry since 2024. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Massachusetts, Rhode Island, and Texas.
Registrations & licenses
- Investment adviser:
- Massachusetts, Rhode Island, Texas
- Broker:
53 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Price RITE (PRRC)Oct 2019 – Oct 2020Westersfield, CT
- Trinity SolarMar 2021 – Oct 2023Wall Township, NJ
- NextsourceAug 2019 – Mar 2020Nashville, TN
- University OF Rhode IslandDec 2016 – May 2017Kingston, RI
- Sunrun IncNov 2023 – Nov 2023San Francisco, CA
- TransamericaOct 2020 – Feb 2021Cedar Rapids, IA
- THE Wendys CompanyJul 2018 – Sep 2018Dublin, OH
- Seekonk Grand PRIXJun 2018 – Jul 2018Seekonk, MA
- Daymon Interactions AND Advantage SolutionsOct 2016 – Feb 2019San Diego, CA
- Fidelity InvestmentsSep 2024 – no end date reportedSmithfield, RI
- Cicilline FOR CongressSep 2016 – Nov 2016Providence, RI
- Venture HOME SolarNov 2023 – Jan 2024New York, NY
- Pawtucket RED SOXMay 2017 – Sep 2017Pawtucket, RI
- Rhode Island Democratic PartySep 2018 – Nov 2018Providence, RI
- Rooftop Power CoFeb 2024 – Jul 2024Warwick, RI
- University OF Rhode IslandMar 2019 – Aug 2019Kingston, RI
- UnemployedJul 2024 – Sep 2024Pawtucket, RI
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Strategic Advisers LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 17,064
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Boston, MA
- SEC file number:
- 801-13243
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at Strategic Advisers LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Charles D. Rego has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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