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Charles Wesley Cullen iii

RBC Private Counsel (usa) Inc.

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About Charles Wesley Cullen iii

Charles Cullen iii is a registered investment advisor representative with RBC Private Counsel (usa) Inc. Charles has been in the industry since 2007 and is currently registered in Texas. Charles has experience with investment advisory services for individuals and businesses. Charles is also a Board Member for Missionary Bible Church and a member of the Investment Committee for the University of King's College. Charles was previously employed with BANC OF AMERICA INVESTMENT SERVICES, INC. and UST SECURITIES CORP.

Firm Information

Charles Cullen iii is currently registered with RBC Private Counsel (usa) Inc.. RBC Private Counsel (USA) Inc. is a registered investment adviser with the SEC, based in TORONTO, ON, Canada. The firm manages approximately $6.83 billion in client assets, primarily for high-net-worth individuals, corporations and other businesses, and individuals other than high-net-worth. RBC Private Counsel offers portfolio management services for individuals and selection of other advisers. They also participate in wrap fee programs.
RBC Private Counsel (usa) Inc.

155 WELLINGTON STREET WEST, 17TH FLOOR

TORONTO, ON, M5V 3K7

$6.83B

Assets Under Management

Not reported

Total Clients

185

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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selection of other advisors

Helps you choose top advisors aligned with your financial 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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percentage of assets

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

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Charles Cullen iii’s Registration & Firm History

NA

04/09/2019 - Present

RBC Private Counsel (usa) Inc. (Halifax, Nova Scotia )

NY

09/07/2007 - 08/18/2008

BANC OF AMERICA INVESTMENT SERVICES, INC. (NEW YORK NY)

NY

01/25/2007 - 09/10/2007

UST SECURITIES CORP. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 02/08/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/02/2007

Series 4 - Registered Options Principal Examination

BC

Issued 02/17/2007

Series 24 - General Securities Principal Examination

BC

Issued 01/24/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charles Wesley Cullen iii.
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