Charles Hardee has been an investment adviser representative at Strategic Advisory Services since July 2022, and is not listed among the firm’s executive officers or direct owners.
Strategic Advisory Services, LLC is a Memphis, TN firm with $201M under management, 254 clients and 8 advisers across 3 offices, as of its August 2026 filing.
Charles Hardee is Managing Partner, Wealth Advisor of Strategic Advisory Services. He is a 36-year veteran of the wealth management and financial services industry, who began his career with JC Bradford and spent over 17 years at Morgan Keegan. He became an advisor with LPL Financial in 2014 and has delivered RIA services through his partnership with Strategic Advisory Services for the last three years.
Charles Hardee’s longest registration was 8 years at Morgan Keegan & Company, Inc. (2004–2013). Before joining Strategic Advisory Services in 2022, Charles Hardee was registered through Wealthcare Advisory Partners LLC and Independent Financial Partners.
- Strategic Advisory ServicesCurrent– present · 4 yearsMemphis, TN · Adviser representative · Firm CRD 287984
- Wealthcare Advisory Partners LLC– · 3 yearsMemphis, TN · Adviser representative · Firm CRD 171976
- Independent Financial Partners– · 3 yearsMemphis, TN · Adviser representative · Firm CRD 125112
- LPL Financial LLC– · 1 yearMemphis, TN · Adviser representative · Firm CRD 6413
- Raymond James & Associates, Inc.– · 1 yearMemphis, TN · Adviser representative · Firm CRD 705
- Morgan Keegan & Company, Inc.– · 8 yearsMemphis, TN · Adviser representative · Firm CRD 4161
Investment adviser representative registrations
Charles Hardee is registered as an investment adviser representative in Tennessee, since July 2022.
- TennesseeSince 26 July 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 17 December 1988 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 December 1988 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Charles Raymond Hardee
- CRD
- 1886976
- Firm
- Strategic Advisory Services · CRD 287984
- Office
- 6465 QUAIL HOLLOW ROAD, SUITE 301, Memphis, TN 38120
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 1988
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- saswealthadvisors.com
Where does Charles Hardee work?
Charles Hardee is an investment adviser representative registered through Strategic Advisory Services, LLC since July 2022, and is not listed among the firm’s executive officers or direct owners.
Is Charles Hardee a financial advisor?
Yes. Charles Hardee has a current investment-adviser registration in Tennessee, through Strategic Advisory Services since July 2022.
How many years of experience does Charles Hardee have?
Charles Hardee has 37 years in the financial industry, since December 1988, across 6 adviser firms.
What exams has Charles Hardee passed?
Charles Hardee has passed 2 licensing exams: the Series 63 and Series 7. The earliest, the Series 63, was passed in December 1988. FINRA credited Charles Hardee with the SIE, which began in October 2018.
Where did Charles Hardee work before Strategic Advisory Services?
Before Strategic Advisory Services, Charles Hardee was registered through Independent Financial Partners, October 2015 to May 2019; LPL Financial LLC, March 2015 to April 2016; Raymond James & Associates, Inc., February 2013 to November 2014; Morgan Keegan & Company, Inc., March 2004 to February 2013.
Where is Charles Hardee based?
Charles Hardee’s registered office is in Memphis, TN.
Is Charles Hardee registered with FINRA?
Yes. Charles Hardee has a current broker registration, under CRD 1886976.
Source: FINRA BrokerCheck
How can I verify Charles Hardee’s record?
Search CRD 1886976 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Charles Hardee’s full registration record.