JC
Joseph S. Charbonnet
GREEN TURTLE CAPITAL MANAGEMENT
New Orleans, LA 70113
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CRD#: 2456551
JC
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.
Question & Answer
Are you a "fiduciary"?
Yes
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.
MGR. COVINGTON INV. MGT LLC, 12-05 & GREEN TURTLE (GT) CAP MGT LLC, 8-00. COV. INV MGT LLC IS THE GEN. PTR OF COV. PARTNERS LP. GT CAP MGT LLC IS THE GEN. PTR OF GT PTRS. LP. ALL INV-RELATED & IN NOLA. DEVOTE 40 HRS/MO, 20 HRS/MO/MKT HRS. BOARD MEM. BIOPHYSICAL CORP(LAB TESTING)AUSTIN,3-05 & FINE TOOTH(CONTRACT MGT) AUSTIN,11-06. BOTH NOT INV-RELATED. DEVOTE 5 HRS/MO, 0/MKT. HRS. UPTICK ENTERPRISES, MEMBER 5/98, METAIRIE, BOAT OWNERSHIP, NON-INV RELATED, NOT COMP., 1 HR/MTH, 0/MKT HRS. CROSS CREEK FARM, PARTNER 6/95, METAIRIE, HUNTING, NON-INV RELATED, NOT COMP., 5 HRS./MTH, 0/MKT HRS. CHARTEX LLC, MEMBER 12/00, METAIRIE, OIL/GAS/REST. INVS., NOT COMP., 2 HRS/MTH, 0/MKT HRS. FOLSOM LAND LLC, MEMBER 7/03, NOLA, LAND OWNERSHIP, NON-INV RELATED, NOT COMP., 1 HR/MTH, 0/MKT HRS. ZORIC TOO LLC, MEMBER 4/04, HAMMOND, HOUSEBOAT, NON-INV RELATED, YES COMP., 0 HRS. CYPRUS UPTICK, LLC, MEMBER 4/06, KENNER, CONDO, NON-INV RELATED, NOT COMP., 0 HRS. MANAGER OF SOUTHFORK MGMT, LLC 9/29/14 IN NOLA, INVESTMENT RELATED, NOT COMPENSATED, 1 HR/WK DURING MKT HRS TO BUY/SELL INVESTMENTS, KID'S LLC, Manager of ASJ Investments 6/2011 in NOLA, investment related, holds donated investments from parents, not compensated, 0/HR per week. Manager of Corporate Entertainment & Hunting LLC 6/2011 in Covington, LA, hunting lease, not investment related, not compensated, 0/HR per week. Manager of Stanja Investments 12/2012 in NOLA, investment related, not compensated, 0/HR per week. Manager of Slidell Corporate Entertainment 9/2009 in NOLA, hunting lease, not investment related, not compensated, 0/hr per week. Manager of TRSC, LLC 10/26/11, manager on 11/16/15, in NOLA, not investment related, 1/3 fractional interest through flight options for use of plane, not compensated, 0/hr per week. Managing Partner of 1121 Dormand LLC in Houston, TX 1/31/19, not investment related, will have ownership interest investment in hotels, devote 0 hours.
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®
NoneExperience
Current
August 15, 2012 - Present
GREEN TURTLE CAPITAL MANAGEMENT, LLC
Office #1: 639 Loyola Avenue Suite 2775, New Orleans, LA 70113RIA
CRD#: 160431
New Orleans, LA
Current
January 23, 2024 - Present
COVINGTON INVESTMENT MANAGEMENT, LLC
Office #1: 639 Loyola Avenue Suite 2775, New Orleans, LA 70113RIA
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 70113BD
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
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
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)Upgrade to AdvisorCheck Premium
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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
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 15,000,000 |
Red Flags
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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 70113TRUST BUT VERIFY
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