Charles Howard Fisher Jr.
CFP®Professional Summary
Charles Howard Fisher JR., CFP®, who also goes by Charlie Fisher, Charles Fisher Jr, Charles Fisher Jr., is a registered financial advisor currently at ANDERSEN located in Tampa, Florida. Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Charles has worked at 2 firms and has passed the Series 65 and Series 2 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Charlie Fisher, Charles Fisher Jr, Charles Fisher Jr.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
30 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
ANDERSEN | WTAS LLC | WEALTH AND TAX ADVISORY SERVICES, INC. | ANDERSEN TAX LLC
Contact Information
Main Address
1861 International Drive Suite 501, Mclean, VA 22102Phone Number
(571) 382-0020# of Employees
2,061SEC notice filing (51 States and Territories)
Registered to provide investment advisory services in 51 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
579AUM (Assets Under Management)
$6,348,792,000Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/26/2026 | Cover Page | Report |
| 03/13/2025 | Cover Page | Report |
| 01/22/2024 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
ANDERSEN | WTAS LLC | WEALTH AND TAX ADVISORY SERVICES, INC. | ANDERSEN TAX LLC
State Registrations and Notice Filings
(11/8/2024)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 2 — Non-Member General Securities Examination
Passed Feb 1996Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Charles Howard Fisher JR.'s CRS (Customer Relationship Summary).
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