CS
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Charles Stewart

1 Year of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & Coaching
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
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Location

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

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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 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.