CHARLOTTE BERGMANS is an investment adviser representative (IAR) with state registration records since 2011, appearing at 2 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2024-12-04 | 2025-03-31 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2023-01-26 | — |
| STRATEGIC ADVISERS LLC | 2011-06-27 | 2018-07-13 | — |