Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Crilly is an investment advisor representative at Kestra Advisory Services, LLC, based in Austin, Texas. Charles has over 20 years of experience in the financial services industry. Before joining Kestra Advisory Services, LLC, Charles was affiliated with Commonwealth Financial Network and Morgan Stanley. Charles specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for both businesses and individuals. Charles holds Series 3, 6, 7, 10, 31, 63, 65, and SIE licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CT
10/18/2023 - Present
Kestra Advisory Services, LLC (Essex CT)
CT
06/05/2014 - 12/31/2019
COMMONWEALTH FINANCIAL NETWORK (Essex CT)
CT
06/01/2009 - 06/09/2014
MORGAN STANLEY (ESSEX CT)
CT
10/01/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ESSEX CT)
CT
05/14/1999 - 10/09/2007
A. G. EDWARDS & SONS, INC. (ESSEX CT)
RI
10/20/1998 - 03/04/1999
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IA
Issued 08/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/18/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 03/06/2008
Series 3 - National Commodity Futures Examination
BC
Issued 05/13/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/05/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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