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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)26 years in industry

CHARLEY TODD PORTER

Advisor at STRATEGIC ADVISERS LLC

HOUSTON, TX | CYPRESS, TX

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Search this name across graphsid dfx:ria:3530d3d8-a340-e0b7-4f18-e85fa150d8d5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Aug 28, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 27, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Apr 27, 2000
First registration: Aug 28, 2007
Dual registered: yes, broker-dealer
Other names: TODD PORTER|CHARLEY TODD PORTER|CHARLEY T PORTER|CHARLEY PORTER|TODD PORTER|TODD PORTER
IAPD individual key: 4151177

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	CYPRESS, TX\|HOUSTON, TX	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Mar 31, 2025	no	BOSTON, MA\|HOUSTON, TX\|CYPRESS, TX	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Nov 11, 2010	Jul 13, 2018	no	HOUSTON, TX	Previous registration
VALIC FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Oct 14, 2010	Oct 20, 2010	no	HOUSTON, TX	Previous registration
RIDGEWAY CONGER ADVISORY SERVICES	Former SEC adviser	Jun 7, 2010	Oct 13, 2010	no	CYPRESS, TX\|NEW WOODSTOCK, NY	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Feb 20, 2009	May 18, 2010	no	CYPRESS, TX	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jan 9, 2008	Jan 2, 2009	no	HOUSTON, TX	Previous registration
EDWARD JONES	National bd RIA	Aug 28, 2007	Aug 30, 2007	no	ST LOUIS, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm
VALIC FINANCIAL ADVISORS, INC.	STRATEGIC ADVISERS LLC	Oct 20, 2010	Nov 11, 2010	22	Firm change	Other
RIDGEWAY CONGER ADVISORY SERVICES	VALIC FINANCIAL ADVISORS, INC.	Oct 13, 2010	Oct 14, 2010	1	Firm change	Other
LPL FINANCIAL LLC	RIDGEWAY CONGER ADVISORY SERVICES	May 18, 2010	Jun 7, 2010	20	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	LPL FINANCIAL LLC	Jan 2, 2009	Feb 20, 2009	49	Firm change	Other
EDWARD JONES	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Aug 30, 2007	Jan 9, 2008	132	Firm change	Ibd to wirehouse

Relationships

Registered with (7)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Nov 11, 2010 to Jul 13, 2018factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Mar 31, 2025factForm ADV
→ VALIC FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Oct 14, 2010 to Oct 20, 2010factForm ADV
→ RIDGEWAY CONGER ADVISORY SERVICESRegistered adviserregistration: previous registration
Jun 7, 2010 to Oct 13, 2010factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Feb 20, 2009 to May 18, 2010factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jan 9, 2008 to Jan 2, 2009factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Aug 28, 2007 to Aug 30, 2007factForm ADV

Dated events

No dated event names this entity yet.