Charles Stewart

Pinnacle Investments, LLC

1 Year of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & Coaching

Pinnacle Investments, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

55 advisors

Number of Clients

1,961 clients

Average Client Portfolio

$539K average

Assets Under Management

$1.1B

Fee Structure

Minimum Investment:$10

Location

7601 North Federal Highway, Suite 125B, Boca Raton, FL, 33487

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.

Other Business Activities

Charles is the founder of Generational Sports Partnerships LLC, a sports agency, and also a real estate agent through Charles Edward Stewart III LLC. He also hosts a podcast called "The Credentials Show".

Employment History

Current Registrations

Pinnacle Investments, LLC

July 2024 - Present · 1 yr 7 mos

Pinnacle Investments, LLCBroker

July 2024 - Present · 1 yr 7 mos

State Registrations8 states

CAFLIDLAMNOHSCTX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.