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Charles Michael Abernathy

Invesco Advisers, Inc.

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About Charles Michael Abernathy

Charles Michael Abernathy is an active investment advisor representative, registered with Invesco Advisers, Inc., based in Atlanta, GA. Charles has been in the industry since October 26, 2022. Charles Michael Abernathy holds the Series 66, Series 7TO, and SIE licenses. Charles is also registered in Missouri for both investment advisor and broker-dealer activities. Charles Michael Abernathy specializes in providing investment advice and portfolio management services to individual investors, businesses, investment companies, and pooled investment vehicles.

Firm Information

Charles Abernathy is currently registered with Invesco Advisers, Inc.. Invesco Advisers, Inc. is an investment advisor based in Atlanta, GA, with over $10 billion to $50 billion in assets under management. They provide portfolio management services to a diverse range of clients, including individuals, businesses, pooled investment vehicles, and institutional clients. Invesco Advisers, Inc. also offers wrap fee programs.
Invesco Advisers, Inc.

1331 SPRING STREET NW

ATLANTA, GA 30309

$746.33B

Assets Under Management

Not reported

Total Clients

203

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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ia to canadian registered mutual funds; portfolio management for private funds

Ia to canadian registered mutual funds; portfolio management for private funds

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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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Charles Abernathy’s Registration & Firm History

GA

01/16/2025 - Present

Invesco Advisers, Inc. (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 07/03/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/27/2022

Series 7TO - General Securities Representative Examination

BC

Issued 12/18/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BZX Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Charles Michael Abernathy.
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