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JC

Joseph S. Charbonnet

GREEN TURTLE CAPITAL MANAGEMENT
NEW ORLEANS, LA 70113
Some features on this profile are disabled
CRD#: 2456551
JC
Joseph Storey CharbonnetGREEN TURTLE CAPITAL MANAGEMENT

Professional summary

Joseph Storey Charbonnet, who also goes by Storey Charbonnet, is a registered financial advisor currently at GREEN TURTLE CAPITAL MANAGEMENT, LLC located in New Orleans, Louisiana and COVINGTON INVESTMENT MANAGEMENT, LLC located in New Orleans, Louisiana.

Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Joseph has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Aliases

Storey Charbonnet

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.

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CRS (Client Relationship Summary) - RIA

Click below to view Joseph Storey Charbonnet'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

August 15, 2012 - Present

GREEN TURTLE CAPITAL MANAGEMENT, LLC

Office #1: 639 Loyola Avenue Suite 2775, New Orleans, LA 70113
RIA
CRD#: 160431
NEW ORLEANS, LA
Current

January 23, 2024 - Present

COVINGTON INVESTMENT MANAGEMENT, LLC

Office #1: 639 Loyola Avenue Suite 2775, New Orleans, LA 70113
RIA
CRD#: 160430
NEW ORLEANS, LA
Current

April 4, 1995 - Present

JOHNSON RICE & COMPANY L.L.C.

Office #1: 639 Loyola Avenue Suite 2775, New Orleans, LA 70113
BD
CRD#: 19524
NEW ORLEANS, LA
Past

August 15, 2012 - December 31, 2023

COVINGTON INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 160430
NEW ORLEANS, LA
Past

August 24, 1994 - April 3, 1995

THE ROBINSON-HUMPHREY COMPANY, LLC

BD
CRD#: 723
ATLANTA, GA

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.
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
Delaware
(10/18/1995)
RR
Louisiana
(4/5/1995)
IAR
Louisiana
(8/15/2012)
RR
New York
(10/18/1995)
RR
North Carolina
(1/29/1996)
RR
Pennsylvania
(5/25/2000)
RR
Texas
(2/23/2012)
RR
Virginia
(2/21/2014)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/26/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/17/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/23/1994
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/12/1997
General Securities Principal Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm

GT
GREEN TURTLE CAPITAL MANAGEMENT, LLC
GREEN TURTLE CAPITAL MANAGEMENT, LLC

CRD#: 160431 / SEC#:

Louisiana
Registered Investment Advisory firm - (8/15/2012 Approved)
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Contact information

Main Address
639 Loyola Avenue Suite 2775, New Orleans, LA 70113
Mailing Address
Phone number
(504) 584-1228
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts1
AUM (Assets Under Management)$ 15,000,000

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

GREEN TURTLE CAPITAL MANAGEMENT, LLC

CRD#: 160431New Orleans, LA 70113

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