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CD

Charles J. Dushek

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CRD#: 2120926
CD

Professional summary


Charles Joseph Dushek was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Charles is a previously registered financial advisor and started their career in finance in 1991. Prior to being barred, Charles had worked at 5 firms, which includes CAPITAL MANAGEMENT ASSOCIATESINC., GS2 SECURITIES INC., INSIGHT SECURITIES INC., MERRILL LYNCH PIERCE FENNER & SMITH INCORPORATED, LEHMAN BROTHERS INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Charles J Dushek

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

November 6, 1997 - June 16, 2015

CAPITAL MANAGEMENT ASSOCIATES,INC.

RIA
CRD#: 123730
LISLE, IL
Past

July 22, 1997 - December 31, 1998

GS2 SECURITIES, INC.

BD
CRD#: 14745
MILWAUKEE, WI
Past

November 14, 1995 - August 1, 1997

INSIGHT SECURITIES, INC.

BD
CRD#: 5611
HIGHLAND PARK, IL
Past

March 19, 1993 - November 14, 1995

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

March 11, 1991 - March 11, 1992

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 7/8/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/12/1995
General Securities Principal Examination

Current Firm


CM
CAPITAL MANAGEMENT ASSOCIATES,INC.
CAPITAL MANAGEMENT ASSOCIATES,INC.

CRD#: 123730 / SEC#:

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Contact information


Main Address
801 Warrenville Road Suite 195, Lisle, IL 60532
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


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Company Information


CAPITAL MANAGEMENT ASSOCIATES,INC.

CRD#: 123730

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