Charles E. Osborne

ASSUREDPARTNERS INVESTMENT ADVISORS

Atlanta, GA 30326

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CRD#: 2323554

Professional summary

Charles Earl Osborne, CFA, who also goes by Chuck Osborne, is a registered financial advisor currently at ASSUREDPARTNERS INVESTMENT ADVISORS located in Atlanta, Georgia.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Charles has worked at 8 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chuck Osborne

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.

Owner and representative of Iron Capital Advisors, Inc., a registered investment advisor since 2003.

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CRS (Client Relationship Summary) - RIA

Click below to view Charles Earl Osborne'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®

CFA

Chartered Financial Analyst

Experience

Current

May 16, 2024 - Present

ASSUREDPARTNERS INVESTMENT ADVISORS

Office #1: 3355 Lenox Rd. Suite 925, Atlanta, GA 30326

RIA

CRD#: 309550

Atlanta, GA

Past

March 23, 2004 - June 14, 2024

IRON CAPITAL ADVISORS INC.

RIA

CRD#: 127773

ATLANTA, GA

Past

January 13, 2004 - December 31, 2005

IRON CAPITAL MARKETS, INC.

CRD#: 111866

CHICAGO, IL

Past

June 30, 2000 - January 17, 2003

GPC SECURITIES, INC.

CRD#: 14007

ATLANTA, GA

Past

June 19, 1998 - June 5, 2000

VOYA FINANCIAL PARTNERS, LLC

CRD#: 34815

WINDSOR, CT

Past

May 24, 1995 - February 6, 1998

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

Past

January 27, 1995 - May 18, 1995

THE ADVISORS GROUP, INC.

CRD#: 14035

BETHESDA, MD

Past

March 19, 1993 - February 1, 1995

EQUITY SERVICES, INC.

CRD#: 265

MONTPELIER, VT

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".

ASSUREDPARTNERS INVESTMENT ADVISORS

CRD#: 309550 / SEC#: 801-117771

RIA

Registered Investment Advisory firm - (12/10/2019 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.

Highlighted states indicate IAR registrations

IAR

Georgia
(5/20/2024)

IAR

Texas
(5/16/2024)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/22/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/21/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/7/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/17/1993

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ASSUREDPARTNERS INVESTMENT ADVISORS

CRD#: 309550 / SEC#: 801-117771

RIA

Registered Investment Advisory firm - (12/10/2019 Approved)

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Contact information

Main Address

4600 W. Cypress Street Suite 405, Tampa, FL 33607

Mailing Address

Phone number

(407) 708-0050

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (50 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ASSUREDPARTNERS INVESTMENT ADVISORS ADV PART 2A SEPT 2, 2025 (9/2/2025)

Regulatory assets under management

Total Number of Accounts	3,759
AUM (Assets Under Management)	$ 3,251,947,155

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.

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Advisor Monitoring

Firm Stability Insights

Charles E. Osborne

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Earl Osborne's CRS (Customer Relationship Summary).

Certified licenses

Experience

IRON CAPITAL ADVISORS INC.

IRON CAPITAL MARKETS, INC.

GPC SECURITIES, INC.

VOYA FINANCIAL PARTNERS, LLC

PRINCIPAL SECURITIES, INC.

THE ADVISORS GROUP, INC.

EQUITY SERVICES, INC.

Primary Firm SEC Registration

ASSUREDPARTNERS INVESTMENT ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 3/22/2004

Series 63

Date: 6/21/1993

Series 7

Date: 12/7/1998

Series 6

Date: 3/17/1993

Current Firm

ASSUREDPARTNERS INVESTMENT ADVISORS

Contact information

SEC notice filing (50 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ASSUREDPARTNERS INVESTMENT ADVISORS

TRUST BUT VERIFY

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