Beaufort, SC Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Fidelity
Institution
Firm-wide stats for Fidelity
About
Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a wide range of clients, including retail and institutional investors, an IRS‑qualified Charitable Gift Fund, and registered investment companies. Its services include discretionary portfolio management, non‑discretionary advisory work, fund advisory (including multi‑manager and fund‑of‑funds structures), management and consulting, and delivery of model portfolios to intermediary platforms.
The firm’s investment process blends proprietary fundamental research with quantitative analysis and algorithmic portfolio construction; model portfolios are constructed from an investable universe of mutual funds, ETFs, and ETPs using systematic methodologies and long‑term asset allocation benchmarks. Strategic Advisers may delegate day‑to‑day management to affiliated or unaffiliated sub‑advisers, applies oversight controls, and evaluates share classes and allocations with the stated aim of addressing related conflicts of interest.
Distinctive features noted in the brochure include Strategic Advisers’ registration with the CFTC as a commodity pool operator and membership in the NFA, and its formal advisory role to multiple registered investment companies and fund‑of‑funds—activities that are less common among large institutional peers. The brochure also highlights its role in constructing and delivering model portfolios for Fidelity Institutional Wealth Adviser, its documented use of algorithmic methods and AI/LLMs in research, and established proxy‑voting and governance procedures for the funds it advises.
Based on Fidelity
Location
Beaufort SC
Advisors at this office
3
Advisors at this office
Charles G
Series 66, Series 63
Beaufort, SC
Fidelity
Charles Grindstaff is a financial advisor at Fidelity with nine years of industry experience. He holds Series 66 and Series 63 credentials and previously worked at Bank of America, JP Morgan/Chase, and U.S. Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.
E. W. James S
Series 66
Beaufort, SC
Fidelity
E. W. James Sprandel is a Series 66-licensed financial advisor with 19 years of industry experience. He has worked at Fidelity Investments since 2021 and previously spent six years at Sg Americas Securities, LLC. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services, and holds distinctive registrations including with the CFTC as a commodity pool operator.
Nicole H
Series 63, Series 65
Beaufort, SC
Fidelity
Nicole Herron is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, she partners with executives to help them understand their employer benefits and supports them in developing confidence in their financial plans through a consultative approach. Nicole has extensive experience within Fidelity Investments, having held various positions since 2013, including Planning Consultant, Relationship Manager, Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, she worked at Suntrust Bank as a Personal Banker and at Sterling Capital Management LLC as an Investment Associate. Outside of her professional work, Nicole has personal interests that include boating, cooking and baking, fitness, football, gardening, and spending time with her pets.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)