Charles J. Slavinsky

AMERICAN TRUST INVESTMENT SERVICES

Chicago, IL 60606

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CRD#: 2807658

Professional summary

Charles Joseph Slavinsky, who also goes by Charles Joseph Slacinsky, Charles Slavinsky, is a registered financial professional currently at AMERICAN TRUST INVESTMENT SERVICES, INC. located in Chicago, Illinois.

Charles is registered as a RR (Registered Representative) and started their career in finance in 2004. Charles has worked at 20 firms and has passed the Series 66, Series 63, Series 99TO, Series 52TO, Series 57TO, SIE, Series 55, Series 7, Series 14, Series 53, Series 24 and Series 4 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Charles Joseph Slacinsky | Charles Slavinsky

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) - BD

Click below to view Charles Joseph Slavinsky'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®

None

Experience

Current

August 1, 2025 - Present

AMERICAN TRUST INVESTMENT SERVICES, INC.

Office #1: 230 W. Monroe Suite 300, Chicago, IL 60606

CRD#: 3001

Chicago, IL

Past

October 16, 2024 - August 7, 2025

BLAYLOCK VAN, LLC

CRD#: 145317

Johns Creek, GA

Past

April 7, 2024 - September 23, 2024

ALPINE SECURITIES CORPORATION

CRD#: 14952

Orlando, FL

Past

January 10, 2022 - April 3, 2024

SCOTTSDALE CAPITAL ADVISORS CORP

CRD#: 118786

Orlando, FL

Past

January 26, 2016 - January 19, 2022

REVERE SECURITIES LLC

CRD#: 14178

BOCA RATON, FL

Past

October 19, 2015 - April 14, 2016

IFS SECURITIES

CRD#: 40375

Weston, FL

Past

August 17, 2015 - November 14, 2016

FINANCIAL ONE, INC.

RIA

CRD#: 168061

BOCA RATON, FL

Past

January 21, 2015 - October 20, 2015

REVERE SECURITIES LLC

CRD#: 14178

BOCA RATON, FL

Past

October 3, 2014 - November 16, 2019

MONEY MANAGER INC.

RIA

CRD#: 171034

BOCA RATON, FL

Past

August 11, 2014 - February 3, 2018

TRAC ASSET MANAGEMENT LLC

RIA

CRD#: 170662

Weston, FL

Past

June 18, 2014 - February 11, 2015

IFS SECURITIES

CRD#: 40375

weston, FL

Past

January 31, 2014 - April 14, 2014

FISCAL WISDOM WEALTH MANAGEMENT LLC

RIA

CRD#: 168299

STUART, FL

Past

August 12, 2013 - October 18, 2013

STONEX INTERNATIONAL ADVISORS INC

RIA

CRD#: 153799

MIAMI, FL

Past

June 12, 2013 - October 18, 2013

STONEX INTERNATIONAL SECURITIES INC.

CRD#: 146667

MIAMI, FL

Past

April 5, 2012 - June 13, 2013

NFSG CORPORATION

RIA

CRD#: 130814

FT. LAUDERDALE, FL

Past

March 14, 2012 - June 13, 2013

NEWBRIDGE SECURITIES CORPORATION

CRD#: 104065

FT. LAUDERDALE, FL

Past

January 20, 2012 - April 5, 2012

HB SECURITIES, LLC

CRD#: 140356

CORAL SPRINGS, FL

Past

May 5, 2008 - October 14, 2011

ASD FINANCIAL SERVICES CORP

RIA

CRD#: 124901

MIAMI, FL

Past

May 5, 2008 - October 14, 2011

ASD FINANCIAL SERVICES CORP

CRD#: 124901

MIAMI, FL

Past

February 26, 2008 - May 8, 2008

JESUP & LAMONT SECURITIES CORP

RIA

CRD#: 39056

NEW YORK, NY

Past

February 26, 2008 - May 8, 2008

JESUP & LAMONT SECURITIES CORP

CRD#: 39056

NEW YORK, NY

Past

November 21, 2007 - February 27, 2008

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

WHIPPANY, NJ

Past

November 21, 2007 - February 27, 2008

J.P. MORGAN SECURITIES LLC

CRD#: 79

WHIPPANY, NJ

Past

June 7, 2007 - December 10, 2007

GILFORD FINANCIAL CORP.

RIA

CRD#: 126593

NEW YORK, NY

Past

July 29, 2004 - December 10, 2007

GILFORD SECURITIES INCORPORATED

CRD#: 8076

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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

Georgia
(8/4/2025)

Illinois
(8/11/2025)

Exams

State Security Law Exam

IAR

Series 66

Date: 5/7/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/4/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 4/7/2024

Operations Professional Examination

General Industry/Product Exam

Series 52TO

Date: 1/2/2023

Municipal Securities Representative Examination

General Industry/Product Exam

Series 57TO

Date: 1/2/2023

Securities Trader Exam

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 7/19/2006

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 7/28/2004

General Securities Representative Examination

Principal/Supervisory Exam

Series 14

Date: 4/7/2024

Compliance Officer Examination

Principal/Supervisory Exam

Series 53

Date: 7/1/2011

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 5/6/2005

General Securities Principal Examination

Principal/Supervisory Exam

Series 4

Date: 12/4/2004

Registered Options Principal Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

AMERICAN TRUST INVESTMENT SERVICES, INC.

AMERICAN TRUST INVESTMENT SERVICES ADVISORY | PEERSON & COMPANY, INC. | PEERSON & COMPANY INVESTMENT SERVICES | AMERICAN TRUST INVESTMENT SERVICES, INC.

CRD#: 3001 / SEC#: , 8-14394

Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)

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Contact information

Main Address

910 S El Camino Real Suite 200, Whiting, IN 46394

Mailing Address

9040 Town Center Parkway, Lakewood Ranch, FL 34202

Phone number

(949) 524-2742

Established

Indiana since 12/23/1968

Firm type

Corporation

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (52 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Direct owners and executive officers

Name	Position	CRD#
CCIG ACQUISITION COMPANY, LLC	OWNER
DEVER, JAMES FRANCIS	CEO	1840373
KESSLER, KRISTOPHER CHARLES	PRESIDENT	4543640
LIPPY, IAN EDWARD	CHIEF OPERATING OFFICER	6037326
ONESTO, RICHARD ERNEST	FINANCIAL OPERATIONS PRINCIPAL	2453096
SLAVINSKY, CHARLES JOSEPH	CCO/MSRB/ROP	2807658

Disclosures

Regulatory Event	5
Arbitration	1

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 J. Slavinsky

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Charles Joseph Slavinsky's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLAYLOCK VAN, LLC

ALPINE SECURITIES CORPORATION

SCOTTSDALE CAPITAL ADVISORS CORP

REVERE SECURITIES LLC

IFS SECURITIES

FINANCIAL ONE, INC.

REVERE SECURITIES LLC

MONEY MANAGER INC.

TRAC ASSET MANAGEMENT LLC

IFS SECURITIES

FISCAL WISDOM WEALTH MANAGEMENT LLC

STONEX INTERNATIONAL ADVISORS INC

STONEX INTERNATIONAL SECURITIES INC.

NFSG CORPORATION

NEWBRIDGE SECURITIES CORPORATION

HB SECURITIES, LLC

ASD FINANCIAL SERVICES CORP

ASD FINANCIAL SERVICES CORP

JESUP & LAMONT SECURITIES CORP

JESUP & LAMONT SECURITIES CORP

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

GILFORD FINANCIAL CORP.

GILFORD SECURITIES INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 5/7/2007

Series 63

Date: 8/4/2004

Series 99TO

Date: 4/7/2024

Series 52TO

Date: 1/2/2023

Series 57TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 55

Date: 7/19/2006

Series 7

Date: 7/28/2004

Series 14

Date: 4/7/2024

Series 53

Date: 7/1/2011

Series 24

Date: 5/6/2005

Series 4

Date: 12/4/2004

FINRA

Nasdaq Stock Market

Current Firm

AMERICAN TRUST INVESTMENT SERVICES, INC.

Contact information

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

AMERICAN TRUST INVESTMENT SERVICES, INC.

TRUST BUT VERIFY

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