CL
CL

Charles Levy

5 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Commission-BasedFee-Only (AUM)
Firm Size
29 advisors
Number of Clients
5,896 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$11.6B

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
Loading...

Location

475 Tenth Avenue, New York, NY, 10018

Get directions

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.

Learn about disclosures →
Other Business Activities

Charles is a passive investor and board member of Creekview Three, LLC, which was created to open European Wax Center franchises. He dedicates minimal time to this venture.

Employment History
Current Registrations
Gilder Gagnon Howe & CO. LLC
June 2021 - Present · 4 yrs 8 mos
Gilder Gagnon Howe & CO. LLCBroker
May 2021 - Present · 4 yrs 9 mos
Previous Registrations
Lehman Brothers INC.Broker
October 2007 - August 2008 · 10 mos
State Registrations8 states
CACTFLILMINJNYPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.