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Charles Mitchell Fryling

Charles M. Fryling

STRATEGIC ADVISERS LLC | Financial Consultant
WILMINGTON, DE
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CRD#: 5546388
Charles Mitchell Fryling

Professional summary

Charles Mitchell Fryling, CFP®, who also goes by Mitch Fryling, Charles Fryling, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Wilmington, Delaware and FIDELITY BROKERAGE SERVICES LLC located in Greenville, Delaware.

Charles is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Charles has worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Biography

As your trusted advisor, I am committed to helping you work toward your financial goals. Engaging with me will be educational, comprehensive, and personalized based on your unique needs and circumstances. I deeply enjoy understanding the Why behind each of my client's goals and visions. This provides the necessary context to help us create a plan that is both understandable and actionable.
top-8-questions

Question & Answer

What are your service offerings?
Retirement Planning
Estate Planning
Comprehensive Financial Planni...
Investment Planning
Retirement Income Management
Tax Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes

Aliases

Mitch Fryling | Charles Fryling

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 Charles Mitchell Fryling'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: 2013

Education

College for Financial Planning

Master of Business Administration (MBA) - Financial Analysis

2016

Neumann College

Bachelor of Business Administration - Finance

2008

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 4001 Kennett Pike Ste 120, Greenville, DE 19807-2000
RIA
CRD#: 104555
WILMINGTON, DE
Current

October 21, 2019 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 4001 Kennett Pike Ste 120, Greenville, DE 19807-2000
BD
CRD#: 7784
Greenville, DE
Past

October 25, 2019 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
KING OF PRUSSIA, PA
Past

April 15, 2019 - September 3, 2019

MALLARD ADVISORS

RIA
CRD#: 168795
HOCKESSIN, DE
Past

May 25, 2016 - April 17, 2019

CAPITAL ONE ADVISORS, LLC

RIA
CRD#: 136865
MCLEAN, VA
Past

April 20, 2016 - April 17, 2019

CAPITAL ONE INVESTING, LLC

BD
CRD#: 45744
Wilmington, DE
Past

May 27, 2013 - May 10, 2016

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
MALVERN, PA
Past

July 10, 2008 - August 7, 2009

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
MALVERN, PA

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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

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.
RR
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

RR
Alaska
(8/13/2021)
RR
Delaware
(10/24/2019)
IAR
Delaware
(3/31/2025)
RR
Florida
(10/24/2019)
RR
Illinois
(5/30/2025)
RR
Kentucky
(3/2/2024)
RR
Maryland
(1/16/2020)
RR
Massachusetts
(11/16/2020)
RR
New Jersey
(10/24/2019)
RR
New York
(10/24/2019)
RR
North Carolina
(1/16/2020)
RR
Ohio
(1/8/2022)
RR
Pennsylvania
(10/24/2019)
RR
South Carolina
(3/2/2024)
RR
Tennessee
(2/12/2021)
RR
Texas
(10/23/2023)
IAR
Texas
(3/31/2025)
RR
Virginia
(6/16/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 6/5/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/24/2013
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/8/2008
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange

Current Firm

SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

STRATEGIC ADVISERS LLC

Financial ConsultantCRD#: 104555Wilmington, DE

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