Charles R. Manness
STRATEGIC ADVISERS LLC | Vice President, Wealth Planner
CHULA VISTA, CA
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CRD#: 6159274
Professional summary
Charles Robert Manness, CFP®, who also goes by Robert Manness, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Chula Vista, California and FIDELITY BROKERAGE SERVICES LLC located in San Diego, California.
Charles is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Charles has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
My goal is to deliver peace of mind to families and individuals by aligning financial strategies with their life goals. My passion lies in seeing families work toward the accomplishment of lifelong objectives. In choosing to work with me, I will ensure: 1) that you are heard, 2) that you are understood and 3) that we are planning for your unique situation. You have my complete commitment to make this a lasting, rewarding relationship for you and your family.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robert Manness
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.
OAA#: 38248 | Org Name:Barakah, Inc. | Org Addr:Chula Vista, CA, US | Nature of Bus:Management Consulting / Internet Retail Sales | Invst Rel:N | Title:Chairman | Duties:Part Owner and serve on Board. | Start Dt:11/01/2006 | Total Hrs p/m:3 | Sec Trdng Hrs p/m:0
CRS (Client Relationship Summary) - RIA
Click below to view Charles Robert Manness'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
University of Manitoba Canada
Bachelor of Applied Science - Industrial Engineering
1990
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 7676 Hazard Ctr Dr Ste 820, San Diego, CA 92108-4516RIA
CRD#: 104555
CHULA VISTA, CA
Current
October 28, 2015 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 7676 Hazard Ctr Dr Ste 820, San Diego, CA 92108BD
CRD#: 7784
San Diego, CA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SAN DIEGO, CA
Past
November 4, 2015 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SAN DIEGO, CA
Past
April 8, 2013 - October 6, 2015
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
CHULA VISTA, CA
Past
March 18, 2013 - October 6, 2015
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
CHULA VISTA, CA
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(5/30/2025)
RR
Alaska(5/30/2025)
RR
Arizona(1/18/2021)
RR
Arkansas(5/30/2025)
RR
California(10/28/2015)
IAR
California(3/31/2025)
RR
Colorado(5/31/2022)
RR
Connecticut(5/30/2025)
RR
Delaware(5/30/2025)
RR
District of Columbia(5/30/2025)
RR
Florida(4/24/2020)
RR
Georgia(3/11/2022)
RR
Hawaii(10/28/2019)
RR
Idaho(4/14/2022)
RR
Illinois(10/4/2021)
RR
Indiana(5/30/2025)
RR
Iowa(5/30/2025)
RR
Kansas(5/30/2025)
RR
Kentucky(5/30/2025)
RR
Louisiana(5/30/2025)
RR
Maine(10/1/2021)
RR
Maryland(5/30/2025)
RR
Massachusetts(2/23/2021)
RR
Michigan(5/10/2022)
RR
Minnesota(5/30/2025)
RR
Mississippi(9/20/2023)
RR
Missouri(5/30/2025)
RR
Montana(5/30/2025)
RR
Nebraska(5/30/2025)
RR
Nevada(3/27/2017)
RR
New Hampshire(5/30/2025)
RR
New Jersey(11/8/2019)
RR
New Mexico(2/26/2020)
RR
New York(5/30/2025)
RR
North Carolina(6/17/2019)
RR
North Dakota(5/30/2025)
RR
Ohio(4/15/2019)
RR
Oklahoma(5/30/2025)
RR
Oregon(11/18/2020)
RR
Pennsylvania(11/4/2019)
RR
Puerto Rico(5/30/2025)
RR
Rhode Island(5/30/2025)
RR
South Carolina(10/18/2021)
RR
South Dakota(5/30/2025)
RR
Tennessee(10/11/2021)
RR
Texas(11/17/2015)
IAR
Texas(3/31/2025)
RR
Utah(6/7/2021)
RR
Vermont(5/30/2025)
RR
Virgin Islands(5/30/2025)
RR
Virginia(5/30/2025)
RR
Washington(11/1/2019)
RR
West Virginia(5/30/2025)
RR
Wisconsin(5/30/2025)
RR
Wyoming(5/30/2025)
Exams
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
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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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.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Wealth PlannerCRD#: 104555Chula Vista, CATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
