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CM

Charles A. Myers

Some features on this profile are disabled
CRD#: 2353275
CM

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Charles Austin Myers was a registered financial professional .

Charles is a previously registered financial professional and started their career in finance in 1995. Charles had worked at 9 firms and has passed the Series 63, SIE, Series 17 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)

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

July 22, 2019 - December 6, 2019

FARVAHAR CAPITAL LLC

BD
CRD#: 281901
PALM BEACH, FL
Past

December 17, 2015 - September 25, 2017

EVERCORE GROUP L.L.C.

BD
CRD#: 42405
New York, NY
Past

October 31, 2014 - December 31, 2015

INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC

BD
CRD#: 28195
NEW YORK, NY
Past

December 18, 2009 - November 18, 2014

EVERCORE GROUP L.L.C.

BD
CRD#: 42405
New York, NY
Past

October 21, 2004 - December 1, 2009

FOX-PITT KELTON COCHRAN CARONIA WALLER (USA) LLC

BD
CRD#: 10485
NEW YORK, NY
Past

August 17, 2000 - September 28, 2004

UBS SECURITIES LLC

BD
CRD#: 7654
NEW YORK, NY
Past

July 9, 1999 - July 31, 2000

BBVA SECURITIES INC.

BD
CRD#: 27060
NEW YORK, NY
Past

September 9, 1998 - May 13, 1999

ABN AMRO INCORPORATED

BD
CRD#: 15776
STAMFORD, CT
Past

December 15, 1995 - July 13, 1998

CASPIAN SECURITIES INCORPORATED

BD
CRD#: 38878
NEW YORK, NY
Past

March 15, 1995 - July 13, 1995

ING BARING (U.S.) SECURITIES, INC.

BD
CRD#: 5285
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
RR
Series 63
Date: 3/7/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/25/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 17
Date: 2/22/1994
Limited Registered Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/16/1995
General Securities Principal Examination

Current Firm

FC
FARVAHAR CAPITAL LLC
CLARITYSPRING SECURITIES LLC | FARVAHAR CAPITAL LLC

CRD#: 281901 / SEC#: , 8-69692

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

Main Address
214 Brazilian Avenue Suite 200-j, Palm Beach, FL 33480
Mailing Address
214 Brazililan Avenue Suite 200-j, Palm Beach, FL 33480
Phone number
(561) 805-3588
Established
Delaware since 08/11/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
OMEED MALIK ADVISORS LLC100% OWNER
GRAY, JOHN CLARKEFINOP/CFO1367440
MALIK, OMEEDCHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER5845978

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

FARVAHAR CAPITAL LLC

CRD#: 281901

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