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CS

Charles D. Sorkin

HAMILTON CLARK SUSTAINABLE CAPITAL
Washington, DC 20006
Some features on this profile are disabled
CRD#: 2293073
CS

Professional summary

Charles David Sorkin is a registered financial professional currently at HAMILTON CLARK SUSTAINABLE CAPITAL, INC. located in Washington, District Of Columbia.

Charles is registered as a RR (Registered Representative) and started their career in finance in 1992. Charles has worked at 6 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 55, Series 3, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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) - BD

Click below to view Charles David Sorkin'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

February 2, 2018 - Present

HAMILTON CLARK SUSTAINABLE CAPITAL, INC.

Office #1: 1701 Pennsylvania Avenue Nw Suite 200, Washington, DC 20006
BD
CRD#: 26010
Washington, DC
Past

October 14, 2014 - December 11, 2017

SIEBERT WILLIAMS SHANK & CO., LLC

BD
CRD#: 42568
NEW YORK, NY
Past

February 19, 2010 - December 8, 2014

MURIEL SIEBERT & CO., LLC

BD
CRD#: 5376
NEW YORK, NY
Past

April 13, 2009 - February 11, 2010

MAGNA

BD
CRD#: 30935
NEW YORK CITY, NY
Past

June 21, 2004 - April 13, 2009

MURIEL SIEBERT & CO., LLC

BD
CRD#: 5376
NEW YORK, NY
Past

April 25, 2002 - June 18, 2004

SAMUEL A. RAMIREZ & COMPANY, INC.

BD
CRD#: 6963
NEW YORK, NY
Past

September 6, 2000 - April 12, 2002

MONARCH FINANCIAL CORPORATION OF AMERICA

BD
CRD#: 23437
NEW YORK, NY
Past

January 12, 1999 - August 29, 2000

SAMUEL A. RAMIREZ & COMPANY, INC.

BD
CRD#: 6963
NEW YORK, NY
Past

February 16, 1995 - December 24, 1998

MONARCH FINANCIAL CORPORATION OF AMERICA

BD
CRD#: 23437
NEW YORK, NY
Past

December 21, 1992 - July 26, 1994

MONARCH FINANCIAL CORPORATION OF AMERICA

BD
CRD#: 23437
NEW YORK, NY

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
Florida
(8/5/2020)
RR
New Jersey
(2/16/2018)
RR
New York
(2/21/2018)

Exams

State Security Law Exam
RR
Series 63
Date: 11/30/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 55
Date: 12/14/2005
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 3
Date: 4/10/1995
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 11/23/1992
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/11/2010
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

HC
HAMILTON CLARK SUSTAINABLE CAPITAL, INC.
DOMINION FINANCIAL SECURITIES COMPANY | MCKENNA SECURITIES COMPANY | HAMILTON CLARK SUSTAINABLE CAPITAL, INC. | HAMILTON CLARK SECURITIES COMPANY | HAMILTON CLARK & CO.

CRD#: 26010 / SEC#: , 8-42236

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

Main Address
1701 Pennsylvania Avenue Nw Suite 200, Washington, DC 20006
Mailing Address
1701 Pennsylvania Avenue Nw Suite 200, Washington, DC 20006
Phone number
(202) 461-2252
Established
Delaware since 01/24/1990
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (15 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
HAMILTON CLARK & CO. LLCOWNER
CRAWFORD, ROSS FREEMANMANAGING DIRECTOR3267620
LEGAYE, DANIEL EUGENE SRFINOP/PFO/POO1055035
MCKENNA, JOHN JOSEPH JRPRESIDENT/CEO/ CHAIRMAN/ MANAGING DIRECTOR/CCO1268999

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

HAMILTON CLARK SUSTAINABLE CAPITAL, INC.

CRD#: 26010Washington, DC 20006

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