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Charles Russell Hawes

Legacy Edge Advisors

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About Charles Russell Hawes

Charles Russell Hawes is a financial advisor with Legacy Edge Advisors and has been in the financial services industry since June 2000. Charles is a Certified Financial Planner and holds Series 6, 7, 63, and 66 licenses as well as the SIE. Charles provides financial planning and portfolio management services to individuals and high-net-worth individuals. Charles specializes in providing financial advice and investment management services to individuals and high-net-worth individuals.

Firm Information

Charles Hawes is currently registered with Legacy Edge Advisors. Legacy Edge Advisors is an investment advisory firm headquartered in Syosset, NY, managing over $626 million in assets. With 6 licensed agents and 12 investment adviser representatives, they provide financial planning and portfolio management for individuals and high-net-worth individuals. They also participate in wrap fee programs.
Legacy Edge Advisors

485 UNDERHILL BLVD.

SYOSSET, NY 11791

$626.96M

Assets Under Management

5

Total Clients

12

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Charles Hawes’s Registration & Firm History

CO

06/25/2024 - Present

Legacy Edge Advisors (Lakewood CO)

CO

06/26/2000 - 05/29/2024

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)

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Licenses & Designations

BOTH

Issued 03/29/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/12/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/24/2004

Series 7 - General Securities Representative Examination

BC

Issued 06/21/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Charles Russell Hawes. Review regulatory record here.
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