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CB

Charles L. Brown

ERG SECURITIES (US) LLC
Norwalk, CT 06854
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CRD#: 1740872
CB

Professional summary


Charles Linnane Brown, who also goes by Charles Linnane Brown Mr., is a registered financial professional currently at ERG SECURITIES (US) LLC located in Norwalk, Connecticut.

Charles is registered as a RR (Registered Representative) and started their career in finance in 2009. Charles has worked at 4 firms and has passed the Series 63, Series 65, Series 82TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Charles Linnane Brown Mr.

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) - BD


Click below to view Charles Linnane Brown's 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®
None

Experience


Current

March 29, 2024 - Present

ERG SECURITIES (US) LLC

Office #1: 50 Washington Street, Suite 921, Norwalk, CT 06854
BD
CRD#: 121057
Norwalk, CT
Past

April 14, 2022 - February 13, 2024

FINALIS SECURITIES LLC

BD
CRD#: 305908
NEW YORK, NY
Past

May 14, 2019 - April 28, 2022

AVALON SECURITIES, LTD.

BD
CRD#: 30522
NEW YORK, NY
Past

August 6, 2009 - November 6, 2009

NATIONAL PLANNING CORPORATION

RIA
CRD#: 29604
WALNUT CREEK, CA
Past

July 15, 2009 - November 6, 2009

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
WALNUT CREEK, CA

State Registrations and Notice Filings


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

RR
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

RR
California
(3/29/2024)
RR
Connecticut
(3/29/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 6/7/2019
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 82TO
Date: 5/14/2019
Limited Representative-Private Securities Offerings
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


ES
ERG SECURITIES (US) LLC
ASPERION GROUP LLC | ERG SECURITIES (US) LLC

CRD#: 121057 / SEC#: , 8-65376

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
50 Washington Street Suite 921, Norwalk, CT 06854
Mailing Address
50 Washington Street Suite 921, Norwalk, CT 06854
Phone number
(646) 571-0173
Established
Delaware since 04/26/2002
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (16 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
ERG CAPITAL PARTNERS, LLCOWNER, MEMBER
GOODMAN, ROBERT MCCO, PRINCIPAL, CEO, AML OFFICER2246972
O'DOWD, GEORGE MARKPRINCIPAL2219430
RYAN, KIMBERLY ANNFINOP, PFO, POO4316310

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.

Company Information


ERG SECURITIES (US) LLC

CRD#: 121057Norwalk, CT 06854

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