Scarlet R. Worden

STRATEGIC ADVISERS LLC | Investment Consultant

BALTIMORE, MD

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CRD#: 6327945

Professional summary

Scarlet Rose Worden, CFP®, who also goes by Charles Q Worden, Scarlet Q Worden, Charles Worden, Chip Worden, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Baltimore, Maryland and FIDELITY BROKERAGE SERVICES LLC located in Towson, Maryland.

Scarlet is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Scarlet has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Biography

I partner with my clients to understand their needs and priorities when planning for their financial goals. I bring my passion for finance and desire to serve people to collaborate on a plan with them. I use my skills, education, and years of world-class client experience to assist clients with creating a plan aligned with my client's goals.

Question & Answer

What are your service offerings?

Retirement Planning

Education Planning

Insurance Planning

Investment Planning

What is your minimum asset requirement?

100K

Are you a "fiduciary"?

Yes

Aliases

Charles Q Worden | Scarlet Q Worden | Charles Worden | Chip Worden

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 Scarlet Rose Worden'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: 2019

Education

Salisbury University

Bachelor of Science (BS) - Finance

2015

College of Southern Maryland

Associate of Science - Business Administration

2013

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 610 York Road, Towson, MD 21204

RIA

CRD#: 104555

BALTIMORE, MD

Current

July 16, 2020 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 610 York Road, Towson, MD 21204

CRD#: 7784

Towson, MD

Past

July 28, 2020 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

TOWSON, MD

Past

September 12, 2018 - July 31, 2020

T. ROWE PRICE ADVISORY SERVICES, INC.

RIA

CRD#: 108958

OWINGS MILLS, MD

Past

July 29, 2016 - July 31, 2020

T. ROWE PRICE INVESTMENT SERVICES, INC.

CRD#: 8348

OWINGS MILLS, MD

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

Alaska
(4/1/2024)

Arizona
(7/31/2024)

Delaware
(7/16/2020)

District of Columbia
(7/16/2020)

Florida
(7/24/2020)

Kansas
(3/28/2024)

Maryland
(7/16/2020)

IAR

Maryland
(3/31/2025)

New York
(10/3/2025)

Pennsylvania
(7/16/2020)

Virginia
(7/16/2020)

West Virginia
(7/16/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/11/2018

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/11/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/30/2018

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/29/2016

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

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Scarlet R. Worden

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scarlet Rose Worden's CRS (Customer Relationship Summary).

Certified licenses

Education

Salisbury University

College of Southern Maryland

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

T. ROWE PRICE ADVISORY SERVICES, INC.

T. ROWE PRICE INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/11/2018

Series 63

Date: 8/11/2016

SIE

Date: 10/1/2018

Series 7

Date: 3/30/2018

Series 6

Date: 7/29/2016

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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