CY
CFA · CFP
CY
CFA · CFP

Charles Thomas York

9 Years of Experience
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
146 advisors
Number of Clients
22,832 clients
Average Client Portfolio
$754K average
Assets Under Management
$17.2B

Fee Structure

Minimum Investment:$500K
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Location

12110 Sunset Hills Rd, Ste 600, Reston, VA, 20190

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Charles is an adjunct professor of finance at George Mason University since 2017, teaching finance courses. This takes about 10-20% of his time.

Employment History
Current Registrations
United Capital Financial Advisors
July 2022 - Present · 3 yrs 7 mos
Previous Registrations
Goldman Sachs & CO. LLCBroker
April 2023 - November 2023 · 7 mos
Bny Mellon Securities CorporationBroker
February 2019 - June 2022 · 3 yrs 4 mos
Bessemer Investor Services, INC.Broker
January 2015 - March 2017 · 2 yrs 2 mos
Tfc Financial Management INC
February 2005 - December 2005 · 10 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.