Charley T. Porter

STRATEGIC ADVISERS LLC | Vice President, Financial Consultant

CYPRESS, TX

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CRD#: 4151177

Professional summary

Charley Todd Porter, CFP®, who also goes by Charley T Porter, Charley Porter, Todd Porter, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Cypress, Texas and FIDELITY BROKERAGE SERVICES LLC located in Houston, Texas.

Charley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Charley has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Biography

As your Financial Consultant I will partner with you to create a financial plan that works toward your needs and addresses your concerns. Forming strong relationships with my clients is important to me and I work hard to maintain a deep level of trust.  People come to Fidelity for the brand, ethics, and access; they come to me for my experience, dedication and integrity.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Retirement Planning

Investment Planning

Employee and Employer Plan Ben...

Insurance Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Charley T Porter | Charley Porter | Todd Porter

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charley Todd Porter's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2005

Education

Old Dominion University

Bachelor of Business Administration - Business Management

1987

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 12532 Memorial Drive, Houston, TX 77024

RIA

CRD#: 104555

CYPRESS, TX

Current

November 5, 2010 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 12532 Memorial Drive, Houston, TX 77024

CRD#: 7784

Houston, TX

Past

July 13, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

CYPRESS, TX

Past

November 11, 2010 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 250

ST. LOUIS, MO

Past

April 19, 2000 - June 7, 2007

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

HOUSTON, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(8/13/2021)

Alaska
(8/9/2017)

Arizona
(10/8/2021)

Arkansas
(4/23/2020)

California
(8/9/2017)

Colorado
(5/5/2017)

Florida
(7/23/2020)

Georgia
(7/23/2020)

Illinois
(4/23/2020)

Indiana
(3/18/2022)

Iowa
(3/1/2024)

Kentucky
(4/23/2020)

Louisiana
(11/5/2010)

Maine
(1/6/2021)

Maryland
(1/6/2020)

Massachusetts
(7/23/2020)

Michigan
(8/9/2017)

Montana
(8/13/2021)

Nebraska
(3/25/2023)

New Jersey
(4/23/2020)

New Mexico
(7/15/2019)

New York
(6/5/2019)

North Carolina
(7/23/2020)

Ohio
(11/18/2024)

Oklahoma
(11/5/2013)

Pennsylvania
(2/12/2021)

Puerto Rico
(3/13/2020)

South Carolina
(3/4/2022)

Tennessee
(11/29/2012)

Texas
(11/5/2010)

IAR

Texas
(3/31/2025)

Utah
(4/23/2020)

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

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Contact information

Main Address

155 Seaport Blvd, Boston, MA 02210-2698

Mailing Address

Phone number

(617) 563-7000

Established

Firm type

Fiscal year end

# of Employees

16,291

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,486,631
AUM (Assets Under Management)	$ 1,067,664,605,590

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/24/2025	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Charley T. Porter

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charley Todd Porter's CRS (Customer Relationship Summary).

Certified licenses

Education

Old Dominion University

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

RIDGEWAY CONGER ADVISORY SERVICES

RIDGEWAY & CONGER, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

EDWARD JONES

EDWARD JONES

ALLSTATE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/23/2007

Series 63

Date: 4/27/2000

SIE

Date: 10/1/2018

Series 7

Date: 8/8/2007

Series 6

Date: 4/18/2000

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

Contact information

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