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Charles Clement Stavitski

Roosevelt & Cross, Inc.

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About Charles Clement Stavitski

Charles Clement Stavitski is a financial advisor with Roosevelt & Cross, Inc., a firm with offices in New York City and Stamford, Connecticut. Charles began his career in the financial services industry in 2007. He has a wide range of experience and holds licenses in various states for securities and investment products. Charles is committed to providing his clients with the highest level of personalized financial guidance and services.

Firm Information

Charles Stavitski is currently registered with Roosevelt & Cross, Inc.. Roosevelt & Cross, Inc. is a Corporation that was formed on April 19, 1972. The firm is registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

23

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Charles Stavitski’s Registration & Firm History

NY

12/17/2007 - Present

Roosevelt & Cross, Inc. (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/11/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/11/2019

Series 54 - Municipal Advisor Principal Qualification Examination

BC

Issued 11/07/2018

Series 24 - General Securities Principal Examination

BC

Issued 03/09/2015

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/23/2018

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 01/12/2017

Series 50 - Municipal Advisor Representative Qualification Exam

BC

Issued 12/14/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles Clement Stavitski.
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