Charles L. Nemes

THE NEMES RUSH GROUP | Partner, CEO

Novi, MI 48375

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CRD#: 1709986

Professional summary

Charles Louis Nemes, CFP® is a registered financial advisor currently at THE NEMES RUSH GROUP, LLC located in Novi, Michigan and J. ALDEN ASSOCIATES, INC. located in Novi, Michigan.

Charles is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Charles has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Trust & estate planning

Institutional consulting

Philanthropic services

Trading individual securities

Loans/credit services

Insurance

Financial planning

Retirement planning

What is your current number of clients?

Greater than 100

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Louis Nemes's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1989

Experience

Current

May 3, 2021 - Present

THE NEMES RUSH GROUP, LLC

Office #1: 39500 High Pointe Blvd Suite 190, Novi, MI 48375

RIA

CRD#: 312554

Novi, MI

Current

May 10, 2021 - Present

J. ALDEN ASSOCIATES, INC.

Office #1: 39500 High Pointe Blvd, Suite 190, Novi, MI 48375

CRD#: 40002

Novi, MI

Past

April 21, 2010 - May 4, 2021

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

NOVI, MI

Past

December 8, 2008 - December 31, 2009

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

NOVI, MI

Past

September 26, 2008 - May 4, 2021

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

NOVI, MI

Past

March 13, 1998 - September 29, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

NOVI, MI

Past

August 18, 1987 - September 29, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NOVI, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

THE NEMES RUSH GROUP, LLC

CRD#: 312554 / SEC#: 801-120727

RIA

Registered Investment Advisory firm - (4/5/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(5/10/2021)

California
(5/10/2021)

Florida
(5/10/2021)

Iowa
(5/10/2021)

IAR

Michigan
(5/3/2021)

Michigan
(5/10/2021)

North Carolina
(5/11/2021)

Texas
(5/10/2021)

Virginia
(5/10/2021)

Washington
(5/19/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 9/8/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/15/1987

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

THE NEMES RUSH GROUP, LLC

CRD#: 312554 / SEC#: 801-120727

RIA

Registered Investment Advisory firm - (4/5/2021 Approved)

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Contact information

Main Address

39500 High Pointe Blvd Suite 190, Novi, MI 48375

Mailing Address

Phone number

(248) 449-5436

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX A TO FORM ADV PART 2A (9/4/2025)

FORM ADV PART 2A (9/4/2025)

Regulatory assets under management

Total Number of Accounts	2,932
AUM (Assets Under Management)	$ 1,375,509,745

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Charles L. Nemes

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Louis Nemes's CRS (Customer Relationship Summary).

Certified licenses

Experience

J. ALDEN ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

THE NEMES RUSH GROUP, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/8/1987

SIE

Date: 10/1/2018

Series 7

Date: 8/15/1987

FINRA

Current Firm

THE NEMES RUSH GROUP, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE NEMES RUSH GROUP, LLC

TRUST BUT VERIFY

Contact information

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