Charles W. Fore
STRATEGIC ADVISERS LLC | Investment Consultant
GREENVILLE, SC
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CRD#: 5840324
Professional summary
Charles Willis Fore, CFP®, who also goes by Charles Willis Fore III, Trey Fore, Charles Willis Fore, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Greenville, South Carolina and FIDELITY BROKERAGE SERVICES LLC located in Smithfield, Rhode Island.
Charles is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Charles has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
I am a financial planning professional privileged with over 10 years of experience in helping households work towards their objectives. My background has helped me to utilize a broad range of strategies with a focus on retirement and investment planning. I aim to create lasting relationships with clients by helping them to align their financial and personal life goals.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Charles Willis Fore Iii | Trey Fore | Charles Willis Fore
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.
CRS (Client Relationship Summary) - RIA
Click below to view Charles Willis Fore's 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®
Education
Clemson University
Master of Business Administration (MBA) - MBA
2015
Florida State University
Bachelor of Economics - Applied Economics
2009
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
GREENVILLE, SC
Current
July 18, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 900 Salem Street, Smithfield, RI 02917BD
CRD#: 7784
Smithfield, RI
Past
August 1, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
GREENVILLE, SC
Past
July 13, 2018 - January 12, 2021
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BOSTON, MA
Past
October 24, 2016 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
PORTSMOUTH, VA
Past
October 12, 2016 - January 11, 2021
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
KING OF PRUSSIA, PA
Past
April 2, 2014 - June 28, 2016
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
GREENVILLE, SC
Past
November 12, 2010 - June 27, 2016
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
GREENVILLE, SC
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
Alabama(6/12/2025)
RR
Alaska(9/23/2025)
RR
Arizona(5/19/2023)
RR
Arkansas(10/28/2025)
RR
California(8/14/2023)
RR
Colorado(10/28/2025)
RR
Connecticut(9/15/2023)
RR
Delaware(10/28/2025)
RR
District of Columbia(10/28/2025)
RR
Florida(7/18/2022)
RR
Georgia(7/18/2022)
RR
Hawaii(10/28/2025)
RR
Idaho(10/28/2025)
RR
Illinois(1/24/2025)
RR
Indiana(4/15/2025)
RR
Iowa(10/28/2025)
RR
Kansas(10/28/2025)
RR
Kentucky(10/28/2025)
RR
Louisiana(10/28/2025)
RR
Maine(9/19/2024)
RR
Maryland(7/19/2024)
RR
Massachusetts(10/28/2025)
RR
Michigan(8/22/2022)
RR
Minnesota(4/5/2024)
RR
Mississippi(10/28/2025)
RR
Missouri(10/28/2025)
RR
Montana(10/28/2025)
RR
Nebraska(10/28/2025)
RR
Nevada(10/28/2025)
RR
New Hampshire(10/28/2025)
RR
New Jersey(10/28/2025)
RR
New Mexico(1/20/2023)
RR
New York(9/23/2025)
RR
North Carolina(7/18/2022)
RR
North Dakota(10/28/2025)
RR
Ohio(5/20/2023)
RR
Oklahoma(7/28/2025)
RR
Oregon(8/14/2023)
RR
Pennsylvania(3/25/2023)
RR
Puerto Rico(10/28/2025)
RR
Rhode Island(10/28/2025)
RR
South Carolina(7/18/2022)
IAR
South Carolina(3/31/2025)
RR
South Dakota(10/28/2025)
RR
Tennessee(7/18/2022)
RR
Texas(1/30/2023)
IAR
Texas(3/31/2025)
RR
Utah(10/28/2025)
RR
Vermont(10/28/2025)
RR
Virgin Islands(10/28/2025)
RR
Virginia(1/4/2025)
RR
Washington(3/1/2024)
RR
West Virginia(10/28/2025)
RR
Wisconsin(7/19/2024)
RR
Wyoming(10/28/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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
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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
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 |
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.
